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Microsoft Outlook + Salesforce

Microsoft Outlook + Salesforce

Microsoft Outlook + Salesforce integrations

Create draft emails in Microsoft Outlook for new leads in Salesforce

Streamline your lead engagement process with a workflow that connects Salesforce and Microsoft Outlook. Whenever a new lead is recorded in Salesforce, data is promptly used to form an email draft in your Outlook account. This seamless flow enables you to initiate personalized communication instantly and effectively manage your leads.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new Lead is created.
  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

  • Salesforce triggers, actions, and search
    New Case Attachment

    Triggers when a new Attachment is added to a case.

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

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • 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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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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