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Microsoft Office 365 + Salesforce

Microsoft Office 365 + Salesforce

Microsoft Office 365 + Salesforce integrations

Create Salesforce records for every new message in a Microsoft Office 365 folder

Stay on top of your customer interactions with this efficient workflow. When you receive a new message in a specific Microsoft Office 365 folder, a corresponding record will be created in Salesforce. This seamless process saves you from manually transferring information between the two platforms, ensuring comprehensive customer records and better opportunity management. Improve your CRM process with this automation.

  1. When this happens...
    New Message in Folder
    New Message in Folder
    New Message in FolderTriggers when a new new message in folder is created.
  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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