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Microsoft Office 365 + Salesforce

Microsoft Office 365 + Salesforce

Microsoft Office 365 + Salesforce integrations

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.

  1. When this happens...
    New Email
    New Email
    New EmailTriggers when a new e-mail is received in your inbox.
  2. automatically do this!
    Create Record
    Create Record
    Create RecordCreates a new record of a specified Salesforce object.
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More things you can do with Microsoft Office 365 and Salesforce

Discover other triggers and actions you can use with Microsoft Office 365 and Salesforce

    • Calendar
    • Time Before
      Required
    • Time Before (Unit)
      Required
    Trigger
    Polling
    Try It
    • Calendar
    Trigger
    Polling
    Try It
    • Shared Inbox
    Trigger
    Polling
    Try It
  • Microsoft Office 365 triggers, actions, and search
    New Flagged Email

    Triggers when a new email is flagged.

    Trigger
    Polling
    Try It
    • Shared Inbox
    • Parent Folder
      Required
    • Child Folder
    Trigger
    Polling
    Try It
    • Contact Folder
    Trigger
    Polling
    Try It
    • Parent Folder
    • Child Folder
    • Search terms
      Required
    • Note
    Trigger
    Polling
    Try It
    • Parent Folder
    • Child Folder
    Trigger
    Polling
    Try It
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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.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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