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Connect Salesforce to Microsoft Outlook Email

Use 10 documented Salesforce triggers to run 22 documented Microsoft Outlook Email actions.

10 source triggers
22 target actions
Reverse direction supported

Why Connect Salesforce & Microsoft Outlook Email?

Start with a Salesforce event

Choose from 10 documented triggers, including Case Updated (Instant, of Selectable Type), Email Template Updated (Instant, of Selectable Type), Knowledge Article Updated (Instant, of Selectable Type).

Run a Microsoft Outlook Email action

Send the event into one of 22 documented actions, such as Add Label to Email, Approve Workflow, Create Contact.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

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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

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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

Integration Features

10 documented Salesforce triggers
22 documented Microsoft Outlook Email actions
Configurable field mapping
Conditional workflow steps
Execution monitoring
A supported Microsoft Outlook Email to Salesforce direction

Capability Examples

Salesforce trigger → Microsoft Outlook Email action

Catalog example
SalesforceSalesforce

Case Updated (Instant, of Selectable Type)

Microsoft Outlook EmailMicrosoft Outlook Email

Add Label to Email

Microsoft Outlook Email trigger → Salesforce action

Reverse direction
Microsoft Outlook EmailMicrosoft Outlook Email

New Attachment Received (Instant)

SalesforceSalesforce

Add Contact to Campaign

How It Works

1

Connect Apps

Authenticate your Salesforce and Microsoft Outlook Email accounts

2

Choose a Trigger

Select a documented Salesforce event

3

Choose an Action

Select the documented Microsoft Outlook Email operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Trigger-driven Workflows

Start the supported direction from one of 10 documented Salesforce triggers.

Automated Actions

Run one of 22 documented Microsoft Outlook Email actions after the selected trigger fires.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Select a documented trigger, choose a target action, and map the fields required by the workflow.

Field Mapping

Map the fields exposed by the selected trigger and action, then review the required provider inputs.

Execution Review

Test the workflow and review provider responses before relying on it in production.

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Reverse Integration Available

Also connect Microsoft Outlook Email to Salesforce for bidirectional automation

View Integration
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All Salesforce Integrations

Explore all available Salesforce connections

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All Microsoft Outlook Email Integrations

Explore all available Microsoft Outlook Email connections

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