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.
- When this happens...New Message in FolderTriggers when a new new message in folder is created.
- automatically do this!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 BeforeRequired
- Time Before (Unit)Required
Try ItTriggerPolling- Calendar
Try ItTriggerPolling- Shared Inbox
Try ItTriggerPolling- New Flagged Email
Triggers when a new email is flagged.
Try ItTriggerPolling
- Shared Inbox
- Parent FolderRequired
- Child Folder
Try ItTriggerPolling- Contact Folder
Try ItTriggerPolling- Parent Folder
- Child Folder
- Search termsRequired
- Note
Try ItTriggerPolling- Parent Folder
- Child Folder
Try ItTriggerPolling
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.
Salesforce is a leading enterprise customer relationship manager (CRM) application.
Related categories
Related Zap Templates
- Send emails in Microsoft Office 365 from updated Salesforce records
- Create events in Microsoft Office 365 from updated records in Salesforce
- Create new Salesforce leads from new Microsoft Office 365 emails
- Send emails in Microsoft Office 365 for new records in Salesforce
- Send email in Microsoft Office 365 for new outbound messages in Salesforce







