Microsoft Outlook + Salesforce
Create draft emails in Microsoft Outlook for new leads in Salesforce
Streamline your lead engagement process with a workflow that connects Salesforce and Microsoft Outlook. Whenever a new lead is recorded in Salesforce, data is promptly used to form an email draft in your Outlook account. This seamless flow enables you to initiate personalized communication instantly and effectively manage your leads.
Streamline your lead engagement process with a workflow that connects Salesforce and Microsoft Outlook. Whenever a new lead is recorded in Salesforce, data is promptly used to form an email draft in your Outlook account. This seamless flow enables you to initiate personalized communication instantly and effectively manage your leads.
- When this happens...New Lead
Triggers when a new Lead is created.
- automatically do this!Create Draft Email
Creates a draft of an email that can then be reviewed and sent out.
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