How to connect Salesforce + Microsoft Outlook
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Quickly automate Salesforce and Microsoft Outlook workflows with Zapier's templates
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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.
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Draft Microsoft Outlook emails from Salesforce and OpenAI
Draft Microsoft Outlook emails from Salesforce and OpenAIPremiumZapier users love adding CandidateZip Resume/Job Parser to their workflows
Create Salesforce records with new resume data from Outlook using CandidateZip
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How Salesforce + Microsoft Outlook Integrations Work
- Step 1: Authenticate Salesforce and Microsoft Outlook.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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