Microsoft Office 365 + Salesforce
Create new Salesforce records from new Microsoft Office 365 emails
Keep your sales process seamless with this efficient workflow. Whenever you receive a new email in Microsoft Office 365, a record will be instantly created in your Salesforce app. This means less time spent manually transferring information, and more time for you to focus on nurturing your leads and closing deals. Simplify your sales management and ensure no lead details are misplaced or forgotten.
Keep your sales process seamless with this efficient workflow. Whenever you receive a new email in Microsoft Office 365, a record will be instantly created in your Salesforce app. This means less time spent manually transferring information, and more time for you to focus on nurturing your leads and closing deals. Simplify your sales management and ensure no lead details are misplaced or forgotten.
- When this happens...New Email
Triggers when a new e-mail is received in your inbox.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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