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Microsoft Office 365 + Salesforce

Send emails in Microsoft Office 365 from updated Salesforce records

Keep your tasks streamlined and efficiently managed with this seamless communication workflow. When there is an update to a field on a Salesforce record, an email will immediately be dispatched via Microsoft Office 365. This instant automation ensures no crucial updates fall through the cracks, enhancing your team's collaboration and communication.

Keep your tasks streamlined and efficiently managed with this seamless communication workflow. When there is an update to a field on a Salesforce record, an email will immediately be dispatched via Microsoft Office 365. This instant automation ensures no crucial updates fall through the cracks, enhancing your team's collaboration and communication.

  1. When this happens...
    SalesforceSalesforce
    Updated Field on Record

    Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).

    TriggerScheduled
  2. automatically do this!
    Microsoft Office 365Microsoft Office 365
    Send Email

    Send an email from your Office 365 account.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
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office-365 logo

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.
Learn moreHelp

Related categories

  • Email
  • Microsoft

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

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