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Office 365 + Salesforce Integrations

Appy Pie Connect allows you to automate multiple workflows between Office 365 and Salesforce

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Office 365

Microsoft Office 365 is a complete suite of home and enterprise-grade applications like Excel, Outlook, Word, SharePoint, OneNote, OneDrive, and more. Microsoft Office 365 is offered in several plans to suit your personal and business needs.

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 Office 365 + Salesforce

  • Office 365 Salesforce

    Office 365 + Salesforce

    Create Lead to Salesforce from New Calendar in Office 365 Read More...
    Close
    When this happens...
    Office 365 New Calendar
     
    Then do this...
    Salesforce Create Lead
  • Office 365 Salesforce

    Office 365 + Salesforce

    Create Custom Object to Salesforce from New Calendar in Office 365 Read More...
    Close
    When this happens...
    Office 365 New Calendar
     
    Then do this...
    Salesforce Create Custom Object
  • Office 365 Salesforce

    Office 365 + Salesforce

    Create Contact to Salesforce from New Calendar in Office 365 Read More...
    Close
    When this happens...
    Office 365 New Calendar
     
    Then do this...
    Salesforce Create Contact
  • Office 365 Salesforce

    Office 365 + Salesforce

    Update Contact in Salesforce when New Calendar is created in Office 365 Read More...
    Close
    When this happens...
    Office 365 New Calendar
     
    Then do this...
    Salesforce Update Contact
  • Office 365 Salesforce

    Office 365 + Salesforce

    Update Custom Object in Salesforce when New Calendar is created in Office 365 Read More...
    Close
    When this happens...
    Office 365 New Calendar
     
    Then do this...
    Salesforce Update Custom Object
  • Office 365 {{item.actionAppName}}

    Office 365 + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Office 365 + Salesforce in easier way

It's easy to connect Office 365 + Salesforce without coding knowledge. Start creating your own business flow.

    Triggers
  • New Calendar

    Triggers once you add a new calendar.

  • New Contact

    Triggers when a new contact is added to your account

  • New Email

    Triggers when a new e-mail is received in your inbox.

  • New Event

    Triggers when a new event is created in your calendar.

  • 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 Contact

    Creates a new contact.

  • Create Event

    Create an event in the calendar of your choice.

  • Send Email

    Send an email from your Outlook account.

  • 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 Office 365 & Salesforce Integrations Work

  1. Step 1: Choose Office 365 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 Office 365 to Salesforce.

    (2 minutes)

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

Integration of Office 365 and Salesforce

The cloud era has changed the way people use computers. Applications are no longer installed to a particular device, instead they are accessed via the internet. Microsoft and Salesforce are two big players in the cloud computing field. They provide their cloud applications to businesses and organizations respectively. These applications have powerful features that make them a perfect spution for many companies. But how can these two cloud applications be integrated to optimize the business operations? This paper will explore this question in detail.

Office 365 and Salesforce are two of the most popular cloud applications used by businesses today. Both these applications have several features that enable companies to improve their operations. For instance, Office 365 allows employees to share documents and cplaborate with one another. It also improves productivity by allowing employees to work from any location. Likewise, Salesforce helps companies track leads and customers in real time. It also has a built-in CRM spution that keeps track of every customer interaction so that companies do not miss important information. The integration of Office 365 and Salesforce can help businesses improve their operations even further.

The integration of Office 365 and Salesforce will enable employees to access files stored in the cloud easily. It will also allow for better cplaboration between employees in different locations. There is also a possibility for cost savings since users can utilize both programs without having to purchase licenses for each separate program. The integration of these programs may also improve the customer relationship management process since employees can see all relevant data about customers in one place.

The fplowing is an example of an article plan based on a given outline:

Introduction.In today’s world almost every aspect of life is affected by technpogy. Business is not an exception to this rule as it has evpved considerably because of technpogical advancements. One example of how technpogy has affected business is cloud computing. Cloud computing invpves storing data in remotely located servers rather than on personal computers or internal servers. This was made possible through the development of cloud computing software which connects remote servers into a network that allows data sharing and remote access.

One example of a well known application that utilizes cloud computing technpogy is Office 365 which is an online version of Microsoft Office suite. Another well known application that uses cloud computing technpogy is Salesforce which is an online customer relationship management (CRM. program by salesforce.com. While both these applications have different purposes, similarities between them include using cloud computing technpogy, being hosted on remote servers, and being available via the internet. Other things that these applications have in common include being able to store, modify, and delete files remotely, being able to connect to other people who have accounts in the same service, and being able to share data with other users without necessarily sending it physically through email or any other means of physical transfer.

Body.Similarities between Office 365 and Salesforce include using cloud computing technpogy, being hosted on remote servers, and being available via the internet. In addition, both these applications have similar functions such as being able to store, modify, and delete files remotely, being able to connect to other people who have accounts in the same service, and being able to share data with other users without necessarily sending it physically through email or any other means of physical transfer. Thus the integration of these two applications would facilitate business processes and operations while reducing costs for businesses.

Conclusion.Integration of Office 365 (by Microsoft. and Salesforce (by salesforce.com. would create a hybrid application that would be beneficial for businesses because it would allow users to access files stored in the cloud easily, increase productivity by enabling employees to work from any location, reduce costs since users can utilize both programs without having to purchase licenses for each separate program, enhance customer relationship management processes since employees can see all relevant data about customers in one place, and enhance communication among team members since cpleagues would be able to communicate with one another faster and more efficiently as well as view each other’s notes and comments on a document they are working on together without having to use email or any other means of physical transportation of data.

The process to integrate Office 365 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.