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Microsoft Outlook + Salesforce

Microsoft Outlook + Salesforce

Microsoft Outlook + Salesforce integrations

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

Effortlessly manage your outbound communications with this Salesforce to Microsoft Outlook workflow. Whenever a new outbound message is created in Salesforce, a draft email will be prepared in Microsoft Outlook, ensuring a seamless connection between your sales and email platforms. Save time and stay organized by streamlining your sales outreach process.

  1. When this happens...
    New Outbound Message
    New Outbound Message
    New Outbound MessageTriggers when a new outbound message is received in Salesforce.
  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

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

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    New Case Attachment

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    • Salesforce Objects
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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
    Try It
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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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