Integrate Salesforce with Microsoft Outlook

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

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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.

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.

Microsoft Outlook Integrations
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Best Salesforce and Microsoft Outlook Integrations

  • Salesforce Integration Microsoft Outlook Integration

    Salesforce + Microsoft Outlook

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

    Salesforce + Microsoft Outlook

    Send Email in Microsoft Outlook when New Lead is created in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    Microsoft Outlook Integration Send Email
  • Salesforce Integration Microsoft Outlook Integration

    Salesforce + Microsoft Outlook

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

    Salesforce + Microsoft Outlook

    Delete Event in Microsoft Outlook when New Lead is created in Salesforce Read More...
    Close
    When this happens...
    Salesforce Integration New Lead
     
    Then do this...
    Microsoft Outlook Integration Delete Event
  • Salesforce Integration Microsoft Outlook Integration

    Salesforce + Microsoft Outlook

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

    Salesforce + {{item.actionAppName}}

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

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

    Triggers
  • 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.

  • 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.

    Actions
  • 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.

  • 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.

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

How Salesforce & Microsoft Outlook Integrations Work

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

    (2 minutes)

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

Integration of Salesforce and Microsoft Outlook

Salesforce?

Salesforce is a cloud computing company that provides online enterprise software for sales, service, and marketing. It makes software to connect with customers, track product activity, and analyze data. The company was founded in 1999 by former Oracle executive Marc Benioff and Parker Harris. Salesforce is headquartered in San Francisco, California, and has offices in Europe and Asia.

Microsoft Outlook?

Microsoft Outlook is an email client developed by Microsoft for Windows, Mac OS and iOS. An Android version was released on September 22nd, 2012. It is also integrated into the SkyDrive app for both iOS and Android operating systems. Microsoft Outlook enables users to read, organize and search email messages and other email-related information, such as contacts, calendars, task lists, notes, journals, and RSS feeds.

Integration of Salesforce and Microsoft Outlook

Salesforce is being integrated with Microsoft’s popular email program Outlook. With this integration it will be possible to manage Salesforce data from within Outlook. The Salesforce for Outlook integration comes in three forms:

  • Salesforce Widgets is a plugin that provides sales reps a way to view their CRM data right in the Microsoft Outlook email window.
  • Salesforce Lightning for Outlook adds new features to Outlook that allow users to create new opportunities directly from an email message or schedule meetings directly from an invite from your CRM system.
  • Salesforce for Outlook Mobile App enables you to view your CRM data right within the mobile device email application. This app fits seamlessly into your existing Microsoft Outlook mobile experience, eliminating the need to switch between apps as you go about your day.

Benefits of Integration of Salesforce and Microsoft Outlook

  • The Salesforce for Outlook integration allows users to access their Salesforce data from inside Microsoft Outlook. Users can create new cases and deals from within email messages. They can also schedule meetings from within the calendar. Sales reps can also view their CRM data right in the email window including account information and opportunities, which can be modified directly from Outlook without having to switch applications. With the Salesforce Widget users can create tasks that they can track to completion right from the email window. Additionally, users can view their CRM data right in the new native mobile apps for Apple Watch and Android Wear smartwatches.
  • The integration between Salesforce and Microsoft Office 365 helps companies find new ways to engage with customers through email. Now it will be possible to create new opportunities from within email messages and schedule deals from within the calendar. Companies can also use the functionality of Outlook to cplaborate more effectively with partners and external parties as they engage with prospects through email. In addition, companies are able to leverage their existing infrastructure for business processes like approving deals by creating tasks within email messages with Salesforce Tasks.
  • The combination of Microsoft Office 365 with Salesforce leads companies to better engage customers through email communications and improve lead generation by tracking tasks through Outlook Tasks. Companies can also make smarter decisions while still working within one integrated platform. Ultimately this results in more efficient ways to manage customer relationships through email while engaging with others across the organization more effectively than before. Companies are also able to add value to customer interactions by leveraging the features of Outlook and Salesforce over mobile devices or on web browsers via Outlook Web Access (OWA. This combination also allows users to work more efficiently on file attachments using Drive & Docs for Office apps on mobile devices with Drive & Docs for Office Online in newer versions of OWA.

The process to integrate Salesforce and Microsoft Outlook 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.