Connect Microsoft Office 365 and Salesforce to unlock the power of automation

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How Zapier works

Zapier makes it easy to integrate Microsoft Office 365 with Salesforce - no code necessary. See how you can get setup in minutes.

Select a trigger from Microsoft Office 365

A trigger is an event that starts your Zap and runs the workflow. For example, with Microsoft Office 365, a trigger could be "Calendar Event Start."
A trigger is the event that kicks off your automated workflow.

Setup an action from Salesforce

An action is what takes place after the automation is triggered. For example, with Salesforce, the action could be "Add Contact to Campaign."
An action is the event that your automated workflow performs when triggered.

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Microsoft Office 365 to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Microsoft Office 365 + Salesforce integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Office 365 and Salesforce

To begin integrating Microsoft Office 365 with Salesforce, you'll need active accounts for both platforms and access permissions to connect them. You will also require our integration setup, where you can define triggers such as when a new email is received in Outlook or an event is added in the Office 365 calendar, which can trigger actions in Salesforce like creating a new lead or updating an account.

Yes, you can automate lead creation in Salesforce using our integration by setting up triggers for incoming emails in Outlook. For instance, you can specify that any email received from a particular domain or containing specific keywords automatically creates a lead in Salesforce with the relevant information extracted from the email body.

Our integration allows you to seamlessly sync calendar events between Office 365 and Salesforce. You can set triggers such as creating or updating an event in your Office 365 calendar that result in corresponding actions within Salesforce's event system, ensuring both platforms are always updated with the latest schedule information.

When using our integration for contact management, updates to contacts can be synchronized between Microsoft Office 365 and Salesforce through defined triggers. For example, when contact details are updated in your Office Outlook contacts list, these changes can automatically update the corresponding records in Salesforce.

Yes, you can track email activities from Outlook directly within Salesforce by utilizing specific integration triggers we offer. When an email is sent or opened within Outlook, these activities can be logged into the appropriate records inside your Salesforce account, aiding better visibility and tracking.

If errors occur during synchronization between Microsoft Office 365 and Salesforce via our platform, detailed error logs will be generated. These logs help identify what went wrong—whether a trigger failed to activate or an action wasn't completed—and offer guidance on how corrections can be made.

Absolutely. With our setup, tasks created via Microsoft To-Do inside your Office 365 environment can automatically appear as tasks within your connected Salesforce account by setting applicable triggers that recognize each task creation or update.

Connect Microsoft Office 365 and Salesforce to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.