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Microsoft Outlook + Salesforce

Microsoft Outlook + Salesforce

Microsoft Outlook + Salesforce integrations

Create events in Microsoft Outlook for new Salesforce records

Automate your workflow between Salesforce and Microsoft Outlook to save time and streamline your processes. Whenever there's a new record in Salesforce, an event is created in Microsoft Outlook. This allows for an efficient management of your tasks or meetings directly linked to new Salesforce records, thus improving overall productivity and organization.

  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!
    Create Event
    Create Event
    Create EventCreate an event in the calendar of your choice.
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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
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    • Salesforce Objects
      Required
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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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