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Microsoft Outlook logoMicrosoft Outlook logo
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Microsoft Outlook + Salesforce

Microsoft Outlook + Salesforce

Microsoft Outlook + Salesforce integrations

Send emails in Microsoft Outlook when new leads appear in Salesforce

Never miss a beat with new clients by combining your Salesforce and Microsoft Outlook abilities. With this workflow, any new lead added to Salesforce immediately triggers an email sent through Outlook. This streamlines your communication process, ensuring a prompt response to potential clients and driving your business growth.

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

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    New Case Attachment

    Triggers when a new Attachment is added to a case.

    Trigger
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    • History Object
      Required
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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
    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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