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Zapier makes it easy to integrate Microsoft Office 365 with Salesforce - no code necessary. See how you can get setup in minutes.
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Microsoft Office 365
Microsoft Office 365
1. Choose trigger event
Salesforce
Salesforce
2. Choose action
1. Select the event
Setup
Test
Microsoft Office 365
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "Calendar Event Start" from Microsoft Office 365.
Add your action
An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Microsoft Office 365 and Salesforce, automating your workflow.
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.
Create a new record or update an existing record in your app.
Path after /services/apexrest/
Required
HTTP method
Required
Query parameters
Extra headers
Request body
Timeout
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
File
Required
Salesforce Object
Required
Description
Attachment visibility
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Contact
Creates a new contact.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
File
Required
Title
Description
Salesforce Object
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note Title
Required
Note
Salesforce Object
Required
Note Visibility
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Flow
Required
Manual flow input parameters
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
To
Required
CC
BCC
Subject
Required
Email Format
Required
Sender Type
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Lead to Update
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Record to Update
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Query Type
Required
Include Deleted Records
Action
This is an event a Zap performs.
Search
Find existing data in your app
Parent Object
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
SOQL WHERE clause
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
SOQL WHERE Clause
Required
Sort by
Sort Order
Maximum Number of Records
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Search Value
Required
Second Field to Search By
Second Search Value
Search Operator
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Microsoft Office 365 and Salesforce with AI agents and code
Beyond Zap workflows. Call Microsoft Office 365 and Salesforce actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Microsoft Office 365 and Salesforce actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Attendees to Calendar Event
Add Contact to Campaign
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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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
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.
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.
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.
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.
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.
Learn how to automate Microsoft Office 365 on the Zapier blog
Learn how to automate Salesforce on the Zapier blog
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.
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
What is needed to start integrating Microsoft Office 365 with 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.
Can I automate the creation of leads in Salesforce from Office 365 emails?
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.
Is it possible to sync calendar events between Office 365 and Salesforce?
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.
How are contact updates managed across Microsoft Office 365 and Salesforce?
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.
Can I track email activities from Outlook within 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.
What if there are errors during synchronization between the two platforms?
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.
Can tasks created in Microsoft To-Do be reflected as tasks in Salesforce through this integration?
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.
About Microsoft Office 365
Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer!
Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.
