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Microsoft Outlook + Salesforce

Microsoft Outlook + Salesforce

Microsoft Outlook + Salesforce integrations

Create draft emails in Microsoft Outlook for updated records in Salesforce

Stay on top of your Salesforce record updates and respond promptly with this seamless workflow. When a record is updated in Salesforce, a draft email will be created in Microsoft Outlook, allowing you to quickly review and send a personalized response. Boost your productivity and enhance your customer relationships with this efficient automation.

  1. When this happens...
    Updated Record
    Updated Record
    Updated RecordTriggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
  2. automatically do this!
    Create Draft Email
    Create Draft Email
    Create Draft EmailCreates a draft of an email that can then be reviewed and sent out.
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More things you can do with Salesforce and Microsoft Outlook

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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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