Create Salesforce records from new Microsoft Outlook emails matching specific searches
This workflow kicks in when you receive a new email in Microsoft Outlook that matches your search criteria, leading to the creation of a record in Salesforce. It's a time-saving solution that seamlessly moves important information from your emails into your CRM, assisting you in staying organized and up-to-date with your sales processes. With this automation, you can streamline your workflow and ensure no critical data is overlooked or misplaced.
This workflow kicks in when you receive a new email in Microsoft Outlook that matches your search criteria, leading to the creation of a record in Salesforce. It's a time-saving solution that seamlessly moves important information from your emails into your CRM, assisting you in staying organized and up-to-date with your sales processes. With this automation, you can streamline your workflow and ensure no critical data is overlooked or misplaced.
- When this happens...New Email Matching Search
Triggers when a new e-mail is received in your inbox that matches a search.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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