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Microsoft Outlook + Salesforce

Microsoft Outlook + Salesforce

Microsoft Outlook + Salesforce integrations

Send new Salesforce records as emails in Microsoft Outlook

Streamline your communication process with this Salesforce to Microsoft Outlook automation. Whenever a new record is created in Salesforce, an email will be instantly sent through your Microsoft Outlook account, making sure you stay informed and connected with your clients or team. Boost your efficiency and never miss an update with this seamless workflow.

  1. When this happens...
    New Record
    New Record
    New RecordTriggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
  2. automatically do this!
    Send Email
    Send Email
    Send EmailSend an email from your Outlook account.
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More things you can do with Salesforce and Microsoft Outlook

Discover other triggers and actions you can use with Salesforce and Microsoft Outlook

  • Salesforce triggers, actions, and search
    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
    Polling
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    • History Object
      Required
    Trigger
    Polling
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    • Salesforce Objects
      Required
    Trigger
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    • Salesforce Object
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    • Record (Optional)
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  • Salesforce triggers, actions, and search
    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
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    • Disclaimer
    • Salesforce Object
      Required
    Trigger
    Polling
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About Microsoft Outlook
Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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