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Salesforce + Microsoft Outlook Integrations

How to connect Salesforce + Microsoft Outlook

Zapier lets you send info between Salesforce and Microsoft Outlook automatically—no code required. With 5,000+ supported apps, the possibilities are endless.

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  • Create events in Microsoft Outlook for updated Salesforce records

    Premium
    Details
    • Salesforce logo
    • Microsoft Outlook logo
    Salesforce + Microsoft Outlook
  • Create Salesforce leads from new Microsoft Outlook calendar events

    Premium
    Details
    • Microsoft Outlook logo
    • Salesforce logo
    Microsoft Outlook + Salesforce
  • Create events in Microsoft Outlook for updated records in Salesforce

    Premium
    Details
    • Salesforce logo
    • Microsoft Outlook logo
    Salesforce + Microsoft Outlook
  • Create contacts in Microsoft Outlook from new Salesforce records

    Premium
    Details
    • Salesforce logo
    • Microsoft Outlook logo
    Salesforce + Microsoft Outlook
  • Create draft emails in Microsoft Outlook for new outbound messages in Salesforce

    Premium
    Details
    • Salesforce logo
    • Microsoft Outlook logo
    Salesforce + Microsoft Outlook
  • Create Microsoft Outlook events for new Salesforce outbound messages effortlessly

    Premium
    Details
    • Salesforce logo
    • Microsoft Outlook logo
    Salesforce + Microsoft Outlook
  • Send emails in Microsoft Outlook for updated records in Salesforce

    Premium
    Details
    • Microsoft Outlook logo
    • Salesforce logo
    Microsoft Outlook + Salesforce
  • Update Salesforce records with AI-generated data from Microsoft Outlook emails

    Premium
    Details
    • Microsoft Outlook logo
    • ChatGPT logo
    • Salesforce logo
    Microsoft Outlook + ChatGPT + Salesforce

Create events in Microsoft Outlook for updated Salesforce records

Premium
Details
  • Salesforce logo
  • Microsoft Outlook logo
Salesforce + Microsoft Outlook

Create Salesforce leads from new Microsoft Outlook calendar events

Premium
Details
  • Microsoft Outlook logo
  • Salesforce logo
Microsoft Outlook + Salesforce

Create events in Microsoft Outlook for updated records in Salesforce

Premium
Details
  • Salesforce logo
  • Microsoft Outlook logo
Salesforce + Microsoft Outlook

Create contacts in Microsoft Outlook from new Salesforce records

Premium
Details
  • Salesforce logo
  • Microsoft Outlook logo
Salesforce + Microsoft Outlook

Create draft emails in Microsoft Outlook for new outbound messages in Salesforce

Premium
Details
  • Salesforce logo
  • Microsoft Outlook logo
Salesforce + Microsoft Outlook

Create Microsoft Outlook events for new Salesforce outbound messages effortlessly

Premium
Details
  • Salesforce logo
  • Microsoft Outlook logo
Salesforce + Microsoft Outlook

Send emails in Microsoft Outlook for updated records in Salesforce

Premium
Details
  • Microsoft Outlook logo
  • Salesforce logo
Microsoft Outlook + Salesforce

Update Salesforce records with AI-generated data from Microsoft Outlook emails

Premium
Details
  • Microsoft Outlook logo
  • ChatGPT logo
  • Salesforce logo
Microsoft Outlook + ChatGPT + Salesforce

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Microsoft Outlook logo

Do Even More with Salesforce + Microsoft Outlook

With Zapier, you can do more than just connect 2 apps—you can automate entire processes from beginning to end! Here are some popular ways users make their Salesforce + Microsoft Outlook workflows do more for them.

  • Zapier users love adding OpenAI (GPT-3, DALL-E, Whisper) to their workflows

    Draft Microsoft Outlook emails from Salesforce and OpenAI

    Premium
    Draft Microsoft Outlook emails from Salesforce and OpenAI
    • Microsoft Outlook logo
    • OpenAI (GPT-3, DALL-E, Whisper) logo
    • Salesforce logo
    Microsoft Outlook + OpenAI (GPT-3, DALL-E, Whisper) + Salesforce
  • Zapier users love adding CandidateZip Resume/Job Parser to their workflows

    Create Salesforce records with new resume data from Outlook using CandidateZip

    Premium
    Create Salesforce records with new resume data from Outlook using CandidateZip
    • CandidateZip Resume/Job Parser logo
    • Salesforce logo
    CandidateZip Resume/Job Parser + Filter by Zapier + Microsoft Outlook + 1 more

Supported triggers and actions

What does this mean?
  • 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
    • CampaignRequired

    • LeadRequired

    Action
    Write
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    • Record to LinkRequired

    • FileRequired

    • VisibilityRequired

    Action
    Write
    • FileRequired

    • Salesforce ObjectRequired

    • Description

    • Is Private

    Action
    Write

How Salesforce + Microsoft Outlook Integrations Work

  1. Step 1: Authenticate Salesforce and Microsoft Outlook.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.

Salesforce Tutorials

Microsoft Outlook Tutorials

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salesforce logo

About Salesforce

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

Related categories

  • CRM (Customer Relationship Management)

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microsoft-outlook logo

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.

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