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Quickly connect Microsoft Office 365 to Salesforce with a Zapier template.
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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
Setup an action from Salesforce
That’s it! You just connected Microsoft Office 365 to Salesforce
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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
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.
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.
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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.
