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Integrate Microsoft Outlook with Salesforce

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

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About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail that helps you to connect all of your messages, contacts, tasks, and appointments in one convenient place.

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 Outlook + Salesforce

  • Microsoft Outlook Integration Salesforce Integration

    Microsoft Outlook + Salesforce

    Create Lead to Salesforce from New Contact in Microsoft Outlook Read More...
    Close
    When this happens...
    Microsoft Outlook Integration New Contact
     
    Then do this...
    Salesforce Integration Create Lead
  • Microsoft Outlook Integration Salesforce Integration

    Microsoft Outlook + Salesforce

    Create Custom Object to Salesforce from New Contact in Microsoft Outlook Read More...
    Close
    When this happens...
    Microsoft Outlook Integration New Contact
     
    Then do this...
    Salesforce Integration Create Custom Object
  • Microsoft Outlook Integration Salesforce Integration

    Microsoft Outlook + Salesforce

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

    Microsoft Outlook + Salesforce

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

    Microsoft Outlook + Salesforce

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

    Microsoft Outlook + {{item.actionAppName}}

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

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

    Triggers
  • Calendar Event Start

    Triggers at a specified time before an event in your calendar starts.

  • New Calendar Event

    Triggers when an event is added to you selected calendar.

  • New Contact

    Triggers every time a new contact is added.

  • New Email

    Triggers whenever a new email is received.

  • Updated Calendar Event

    Triggers every time an event is updated.

  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment 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 Contact

    Create a new contact to your Office 365 account.

  • Create Event

    Create an event directly on your designated calendar.

  • Delete Event

    Deletes events.

  • Send Email

    Send an email from your Outlook account.

  • Create Attachment

    Create a new attachment (max 25 mb)

  • 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.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Microsoft Outlook & Salesforce Integrations Work

  1. Step 1: Choose Microsoft Outlook 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 Outlook to Salesforce.

    (2 minutes)

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

Integration of Microsoft Outlook and Salesforce

Microsoft Outlook and Salesforce are two of the most popular business application software in the world. Microsoft Outlook is an email platform and scheduling software that is used by millions of users all over the world. Salesforce is a cloud-based CRM software that allows users to manage clients, leads and contacts. It can integrate with multiple other applications including Microsoft Outlook.Salesforce entered the market in 2003 and since then, it has grown to be one of the biggest names in cloud-based CRM software platforms. In September 2016, Salesforce announced that it had achieved 100,000 customers. Microsoft Outlook was first developed in 1997 and has gone through several upgrades and versions which have added more features to the software. The most recent version is Microsoft Office 365 which was released in 2013. All in all, these two applications are very powerful and useful for businesses of all sizes.Microsoft Outlook and Salesforce can be integrated with each other for many purposes. It can be used to send automatic reminders to salespeople based on their schedule so they can make sure they call the relevant people at the right time. This way, there will be much less chance of missed opportunities. Salesforce can also be used to automatically send out emails to customers about a new product or service.Salesforce can also be used to automatically update the contact information of leads when they enter into a new stage in the sales funnel, like from "interested" to "ready to buy". By doing this, you can save a lot of time entering data manually because Salesforce will do it for you. You can also create automated reminders for people who have not responded to your emails or calls within a certain period of time.Microsoft Outlook and Salesforce are both useful for scheduling appointments and meetings. When you put appointments into Outlook, you can also choose specific times for them from among the ones available in your calendar. This way, you can easily co-ordinate with your cpleagues and clients so you don't have to keep asking them for new times for meetings.Salesforce allows you to store large amounts of contact information which can be very useful for companies with a lot of clients or leads for their different products and services. It also allows you to store information such as birthdays, anniversaries and other personal details which you could use as gifts for clients.With Salesforce being a cloud-based application, it is easier for companies to cplaborate using it because everyone can access it from anywhere using any device. This means that you don't need to carry around heavy files on a USB stick or use a CD to share data between different offices.Salesforce is sometimes used as a platform for creating custom apps which perform specific functions or help with certain jobs. For example, you might want an app which automatically replies to emails whenever you are out of the office so your customers know that you are not ignoring them. You might also want an app which automatically sends out tweets about new products or updates about your company's progress. Because Salesforce is cloud based, it is easy to integrate it with other applications like Microsoft Outlook so you can get the best of both worlds.Outlook is a powerful email platform that often gets compared to Gmail and other similar email services. However, Outlook does have its advantages over them because of its integration with other applications like Skype, Facebook, OneNote etc. It is also useful because it was designed specifically for businesses so you don't have to worry about spam or viruses as much as you would with other email platforms.Microsoft Outlook and Salesforce are both very powerful applications that are useful for businesses of all sizes. They are especially useful when they are integrated together as this creates an even better business environment for companies that use them both.

The process to integrate Microsoft Outlook 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.