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Microsoft Outlook + Salesforce

Create Salesforce contacts from new Microsoft Outlook contacts

When a new contact is added in Microsoft Outlook, this workflow swiftly creates a matching contact within Salesforce. This ensures that all new contacts registered in your email system are instantly available in your CRM, saving you time and ensuring consistency across platforms. Perfect for businesses or sales professionals looking to streamline their database management and stay organized without manual input.

When a new contact is added in Microsoft Outlook, this workflow swiftly creates a matching contact within Salesforce. This ensures that all new contacts registered in your email system are instantly available in your CRM, saving you time and ensuring consistency across platforms. Perfect for businesses or sales professionals looking to streamline their database management and stay organized without manual input.

  1. When this happens...
    Microsoft OutlookMicrosoft Outlook
    New Contact

    Triggers when a new contact is added to your account

    TriggerScheduled
  2. automatically do this!
    SalesforceSalesforce
    Create Contact

    Creates a new contact in Salesforce.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Calendar

    • Time BeforeRequired

    • Time Before (Unit)Required

    Trigger
    Scheduled
    Try It
    • Calendar

    Trigger
    Scheduled
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    • Shared Inbox

    Trigger
    Scheduled
    Try It
  • Microsoft Outlook triggers, actions, and search

    New Flagged Email

    Triggers when a new email is flagged.

    Trigger
    Scheduled
    Try It
    • Parent FolderRequired

    • Child Folder

    Trigger
    Scheduled
    Try It
    • Contact Folder

    Trigger
    Scheduled
    Try It
    • Parent Folder

    • Child Folder

    • Search termsRequired

    • Note

    Trigger
    Scheduled
    Try It
    • Parent Folder

    • Child Folder

    Trigger
    Scheduled
    Try It
microsoft-outlook logo
microsoft-outlook logo

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
Learn moreHelp

Related categories

  • Calendar
  • Email
  • Microsoft

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