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Connect Microsoft Outlook Email to Salesforce

Name: Microsoft Outlook Email to Salesforce Integration
Availability: InStock

Automate workflows and sync data between Microsoft Outlook Email and Salesforce with AI-powered automation

5-minute setup

Enterprise secure

No coding required

Why Connect Microsoft Outlook Email & Salesforce?

Intelligent Automation Workflows

Leverage 4 available triggers from Microsoft Outlook Email to execute 24 targeted actions in Salesforce automatically.

Eliminate Manual Data Entry

Replace time-consuming manual processes with intelligent automation that keeps Microsoft Outlook Email and Salesforce perfectly synchronized.

Real-time Business Intelligence

Create a unified data flow between Microsoft Outlook Email and Salesforce for instant insights and improved decision-making across your tech stack.

Available Triggers & Actions

Microsoft Outlook Email

Triggers (4)

New Attachment Received (Instant)

Emit new event when a new email containing one or more attachments arrives in a specified Microsoft Outlook folder.

webhook

New Contact Event (Instant)

Emit new event when a new Contact is created

webhook

New Email Event (Instant)

Emit new event when an email is received in specified folders.

webhook

New Email in Shared Folder Event

Emit new event when an email is received in specified shared folders.

polling

Actions (22)

Add Label to Email

Adds a label/category to an email in Microsoft Outlook. See the documentation

Approve Workflow

Suspend the workflow until approved by email. See the documentation

Create Contact

Add a contact to the root Contacts folder, See the documentation

Create Draft Email

Create a draft email, See the documentation

Create Draft Reply

Create a draft reply to an email. See the documentation

Download Attachment

Downloads an attachment to the /tmp directory. See the documentation

Find Contacts

Finds contacts with the given search string. See the documentation

Find Email

Search for an email in Microsoft Outlook. See the documentation

Find Shared Folder Email

Search for an email in a shared folder in Microsoft Outlook. See the documentation

Get Current User

Returns the authenticated Microsoft user's ID, display name, email, and principal name via Microsoft Graph. Call this first when the user says 'my emails', 'my inbox', or needs identity context. Use the returned id to scope queries in **Find Email** or identify the sender in email results. See the documentation.

Get Message

Retrieve a single email message by its Microsoft Graph message ID. See the documentation

List Contact Options

Retrieves available options for the Contact field.

List Contacts

Get a contact collection from the default contacts folder, See the documentation

List Folder IDs to Monitor Options

Retrieves available options for the Folder IDs to Monitor field.

List Folders

Retrieves a list of all folders in Microsoft Outlook. See the documentation

List Important Mail

Get the most important mail from the user's Inbox. See the documentation

List Labels

Get all the labels/categories that have been defined for a user. See the documentation

Move Email to Folder

Moves an email to the specified folder in Microsoft Outlook. See the documentation

Remove Label from Email

Removes a label/category from an email in Microsoft Outlook. See the documentation

Reply to Email

Reply to an email in Microsoft Outlook. See the documentation

Send Email

Send an email to one or multiple recipients, See the docs

Update Contact

Update an existing contact, See the docs

Salesforce

Triggers (10)

Case Updated (Instant, of Selectable Type)

Emit new event when a case is updated. See the documentation

webhook

Email Template Updated (Instant, of Selectable Type)

Emit new event when an email template is updated. See the documentation

webhook

Knowledge Article Updated (Instant, of Selectable Type)

Emit new event when a knowledge article is updated. See the documentation

webhook

New Case (Instant, of Selectable Type)

Emit new event when a case is created. See the documentation

webhook

New Deleted Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is deleted. See the documentation

webhook

New Email Template (Instant, of Selectable Type)

Emit new event when an email template is created. See the documentation

webhook

New Knowledge Article (Instant, of Selectable Type)

Emit new event when a knowledge article is created. See the documentation

webhook

New Outbound Message (Instant)

Emit new event when a new outbound message is received in Salesforce.

webhook

New Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is created. See the documentation

webhook

New Updated Record (Instant, of Selectable Type)

Emit new event when a record of the selected type is updated. See the documentation

webhook

Actions (24)

Add Contact to Campaign

Adds an existing contact to an existing campaign. See the documentation

Add Lead to Campaign

Adds an existing lead to an existing campaign. See the documentation

Convert SOAP XML Object to JSON

Converts a SOAP XML Object received from Salesforce to JSON

Create Account

Creates a Salesforce account. See the documentation

Create Accounts (Batch)

Create multiple Accounts in Salesforce using Bulk API 2.0. See the documentation

Create Attachment

Creates an Attachment on a parent object. See the documentation

Create Campaign

Creates a marketing campaign. See the documentation

Create Case

Creates a Case, which represents a customer issue or problem. See the documentation

Create Case Comment

Creates a Case Comment on a selected Case. See the documentation

Create Contact

Creates a contact. See the documentation

Create Content Note

Creates a content note. See the documentation and Set Up Notes.

Create Event

Creates an event. See the documentation

Create Lead

Creates a lead. See the documentation

Create Note

Creates a note. See the documentation

Create Opportunities (Batch)

Create multiple Opportunities in Salesforce using Bulk API 2.0. See the documentation

Create Opportunity

Creates an opportunity. See the documentation

Create Record

Create a record of a given object. See the documentation

Create Record

Create a new Salesforce record of any object type. Use **Describe Object** first if you're unsure what fields are available or required. For picklist fields, use the API value from **Describe Object**, not the display label. **Common required fields:** - Account: Name - Contact: LastName - Lead: LastName, Company - Opportunity: Name, StageName, CloseDate - Case: Subject - Task: Subject - Event: Subject, StartDateTime, EndDateTime To add a Contact/Lead to a Campaign, create a CampaignMember: {"CampaignId": "701xxx", "ContactId": "003xxx"} or {"CampaignId": "701xxx", "LeadId": "00Qxxx"}.

Create Task

Creates a task. See the documentation

Create User

Creates a Salesforce user. See the documentation

Delete Note Or Content Note

Delete a note or content note from a Salesforce record. See the documentation

Delete Opportunity

Deletes an opportunity. See the documentation

Delete Record

Permanently deletes a Salesforce record (moves to Recycle Bin for 15 days). Use **SOQL Query** to find the record ID if you only have the record name.

Delete Record

Deletes an existing record in an object. See the documentation