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Microsoft Exchange + Salesforce Integrations

Appy Pie Connect allows you to automate multiple workflows between Microsoft Exchange and Salesforce

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Microsoft Exchange

Microsoft Exchange is a powerful collaboration, messaging, and business mobility platform that helps get work done. It enables people to communicate and collaborate effectively using familiar email, chat, video, and voice capabilities.

About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

Salesforce Integrations
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Best ways to Integrate Microsoft Exchange + Salesforce

  • Microsoft Exchange Salesforce

    Microsoft Exchange + Salesforce

    Create Lead to Salesforce from New Email in Microsoft Exchange Read More...
    Close
    When this happens...
    Microsoft Exchange New Email
     
    Then do this...
    Salesforce Create Lead
  • Microsoft Exchange Salesforce

    Microsoft Exchange + Salesforce

    Create Custom Object to Salesforce from New Email in Microsoft Exchange Read More...
    Close
    When this happens...
    Microsoft Exchange New Email
     
    Then do this...
    Salesforce Create Custom Object
  • Microsoft Exchange Salesforce

    Microsoft Exchange + Salesforce

    Create Contact to Salesforce from New Email in Microsoft Exchange Read More...
    Close
    When this happens...
    Microsoft Exchange New Email
     
    Then do this...
    Salesforce Create Contact
  • Microsoft Exchange Salesforce

    Microsoft Exchange + Salesforce

    Update Contact in Salesforce when New Email is created in Microsoft Exchange Read More...
    Close
    When this happens...
    Microsoft Exchange New Email
     
    Then do this...
    Salesforce Update Contact
  • Microsoft Exchange Salesforce

    Microsoft Exchange + Salesforce

    Update Custom Object in Salesforce when New Email is created in Microsoft Exchange Read More...
    Close
    When this happens...
    Microsoft Exchange New Email
     
    Then do this...
    Salesforce Update Custom Object
  • Microsoft Exchange {{item.actionAppName}}

    Microsoft Exchange + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Microsoft Exchange + Salesforce in easier way

It's easy to connect Microsoft Exchange + Salesforce without coding knowledge. Start creating your own business flow.

    Triggers
  • Calendar Event Start

    Calendar Event Start

  • New Calendar Event

    New Calendar Event

  • New Contact

    New Contact

  • New Email

    New Email

  • Updated Calendar Event

    Updated Calendar Event

  • New Account

    Triggers the moment a new account is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    Actions
  • Create Event

    Create Event

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

How Microsoft Exchange & Salesforce Integrations Work

  1. Step 1: Choose Microsoft Exchange as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Salesforce as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Microsoft Exchange to Salesforce.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Microsoft Exchange and Salesforce

Microsoft Exchange and Salesforce are two of the most commonly used business applications. Microsoft Exchange is a software program developed by Microsoft to provide efficient messaging within a company. Salesforce is a customer relationship management (CRM. system that helps businesses manage their customers, leads and contacts for sales and support. Together, they can be integrated to create a powerful cplaboration spution in which information can be transferred between the applications to help one another.

Microsoft Exchange provides essential email services for most businesses. It helps companies manage their emails in a more effective manner. It also allows users to communicate with one another through email messages. It uses an exchange server that can host multiple email accounts provided by different employees. It also supports mobile devices such as smartphones and tablets for the convenience of employees. It is easy to use, but it has limited features when compared to other cplaboration software, such as Salesforce.

Salesforce is a CRM system that provides businesses with a number of features to better manage their customers. It helps simplify the process of managing customer relationships and streamlining the sales cycle. Its features include account maintenance, quoting, invoicing, lead tracking, campaign management and the ability to send personalized emails to customers. It is available on a variety of platforms including Windows, Mac OS X, Linux, iOS and Android. It is easy to use and can be accessed anywhere. Moreover, Salesforce is competitively priced, although its features are limited when compared to those found in Microsoft Exchange.

Microsoft Exchange and Salesforce can be integrated to form a powerful cplaboration spution for businesses. The integration allows users to transfer important information between the applications in order to benefit from both of them. In addition, the integration helps improve communication within the business environment.

The process to integrate Microsoft Exchange and Salesforce may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.