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Salesforce + Microsoft Outlook Integrations

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

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
Microsoft Outlook Alternatives

Connect the apps you use everyday and find your productivity super-powers.

  • Gmail Gmail
  • Google Calendar Google Calendar
  • Zoho Mail Zoho Mail

Best Salesforce and Microsoft Outlook Integrations

  • Salesforce Google Calendar

    Salesforce + Google Calendar

    Save Salesforce Events to Google Calendar Read More...
    When this happens...
    Salesforce New Event
     
    Then do this...
    Google Calendar Create Detailed Event
    You might not know it, but managing your Salesforce events is an impactful part of your business strategy. With this Salesforce-Google Calendar integration, you can effectively manage every event in salesforce by adding it to Google Calendar for action. After setting it up, any new Salesforce event will automatically be added to your Google Calendar while delivering top-quality customer service.
    How It Works
    • Triggers when a new event is created in Salesforce
    • Appy Pie Connect automatically adds that event to Google Calendar
    What You Need
    • A Salesforce account
    • A Google Calendar account
  • Salesforce Google Calendar

    Salesforce + Google Calendar

    Add new Salesforce events to Google Calendar as detailed events Read More...
    When this happens...
    Salesforce New Event
     
    Then do this...
    Google Calendar Create Detailed Event
    With Appy Pie Connect, you can automatically add new Salesforce events to Google Calendar as they are created. After setting this integration up, whenever an event is created in Salesforce, Appy Pie Connect will automatically add that event to your Google Calendar in details. However, this integration doesn’t create Google Calendar events from existing Salesforce events, but will create Google Calendar event for every new Salesforce event after the integration is set up.
    How It Works
    • Triggers when a new event is created in Salesforce
    • Appy Pie Connect adds that same event to a Google Calendar in details
    What You Need for this Integration
    • A Salesforce account
    • A Google Calendar account
  • Salesforce Slack

    Salesforce + Slack

    Create Slack messages for new Salesforce leads Read More...
    When this happens...
    Salesforce New Lead
     
    Then do this...
    Slack Send Channel Message
    If you want to keep your entire team informed about new Salesforce leads, then this connect is great for you. With this Connect, whenever a new lead is generated in your Salesforce, Appy Pie Connect will automatically send a notification to your chosen Slack channel. An important point to remember in this Connect is that it doesn’t create Slack messages for existing Salesforce leads in your Salesforce account but will create message for every new Salesforce lead after the integration has been set up.
    How This Integration Works
    • Triggers when a new lead is created on Salesforce
    • Appy Pie Connect sends a message to your chosen slack channel
    What You Need
    • A Salesforce account
    • A Slack account
  • Salesforce Slack

    Salesforce + Slack

    Get Slack notifications for new Salesforce opportunities Read More...
    When this happens...
    Salesforce New Opportunity
     
    Then do this...
    Slack Send Channel Message
    Keep you and your teammates updated with Slack messages about every new Salesforce opportunity with this Salesforce-Slack integration. Once you've activated this integration, we will send a notification to your chosen slack channel every time a new opportunity is created in Salesforce. By setting up this Connect, you can keep your team updated about new Salesforce opportunities. Note: This integration will not create Slack messages from existing Salesforce opportunities but will create a message for every new opportunity after this integration has been setup.
    How This Integration Works
    • Triggers when a new opportunity is created in Salesforce
    • Appy Pie Connect sends a message about it on your chosen Slack channel
    What You Need
    • A Salesforce account
    • A Slack account
  • Salesforce Trello

    Salesforce + Trello

    Add cards on Trello for new tasks on Salesforce Read More...
    When this happens...
    Salesforce New Task
     
    Then do this...
    Trello Create Card
    Still managing your CRM contacts and tasks separately with Salesforce and Trello? Then use our Salesforce to Trello integration and improve your productivity. After this Connect is active, whenever a new task is created on Salesforce, a new task would be added on Trello, making task management simpler to a great extent. Note: This integration will only work for the new tasks created in a Salesforce account. It doesn’t create any new cards in Trello for existing Salesforce tasks.
    How This Connect Works
    • Whenever a new task is added on Salesforce
    • Appy Pie Connect adds a new card in Trello
    What You Need
    • A Salesforce account
    • A Trello account
  • Salesforce Trello

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    {{item.message}} Read More...
    When this happens...
    Salesforce {{item.triggerTitle}}
     
    Then do this...
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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 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 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.

How Salesforce & Microsoft Outlook Integrations Work

  1. Step 1: Choose Salesforce as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Salesforce with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Microsoft Outlook as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Microsoft Outlook with Appy Pie Connect.

    (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.