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Microsoft Outlook + Salesforce

Send an email in Microsoft Outlook for each new contact in Salesforce

With this workflow, whenever a new contact is added in Salesforce, an email will be sent via Microsoft Outlook. This automation ensures that you stay on top of your outreach efforts, keeping your new contacts informed without delay. Say goodbye to manual handling and hello to the seamless transfer of contact information, making your contact management more efficient.

With this workflow, whenever a new contact is added in Salesforce, an email will be sent via Microsoft Outlook. This automation ensures that you stay on top of your outreach efforts, keeping your new contacts informed without delay. Say goodbye to manual handling and hello to the seamless transfer of contact information, making your contact management more efficient.

  1. When this happens...
    SalesforceSalesforce
    New Contact

    Triggers when a new Contact is created.

    TriggerScheduled
  2. automatically do this!
    Microsoft OutlookMicrosoft Outlook
    Send Email

    Send an email from your Outlook account.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
microsoft-outlook logo

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
Learn moreHelp

Related categories

  • Calendar
  • Email
  • Microsoft

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