Integrate Salesforce with Outlook

Send information between Salesforce and Outlook automatically, without writing any code, using Zoho Flow.

Explore prebuilt integration flows to get started

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Initiate a welcome email using Outlook when a new company is created in Salesforce

Introduce your business to new clients with an informative welcome email. This flow will generate a welcome email using Outlook for every new company created within Salesforce.

How it works
  1. The flow triggers when a new account is created in Salesforce.
  2. Zoho Flow creates and sends a new email in Outlook.
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Initiate a welcome email using Outlook when a new company is created in Salesforce

Salesforce + Outlook

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Create a new contact in Outlook whenever a new contact is created in Salesforce

Having precise contact details empowers your sales team to deliver timely communications to users. This flow will generate a new contact in Outlook each time a new contact is created in Salesforce.

How it works
  1. The flow triggers when a new contact is created in Salesforce.
  2. Zoho Flow creates a new contact in Outlook.
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Create a new contact in Outlook whenever a new contact is created in Salesforce

Salesforce + Outlook

Build your own integrations between Salesforce and Outlook

Connect Salesforce and Outlook with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Salesforce and Outlook using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Event created

Triggers when a new event is created

Campaign updated

Triggers when a new campaign is updated

Opportunity updated

Triggers when an opportunity is updated

Campaign added

Triggers when a new campaign is added

Account created

Triggers when a new account is created

Event updated

Triggers when an event is updated

Contact created

Triggers when a new contact is created

Module entry updated

Triggers when a record is updated in the selected module

Account updated

Triggers when an account is updated

Order created

Triggers when a new order is created

Task created

Triggers when a new task is created

Opportunity added

Triggers when a new opportunity is added

Lead created

Triggers when a new lead is created

Solution updated

Triggers when an solution is updated

Product updated

Triggers when an product is updated

Note updated

Triggers when a note is updated

Task updated

Triggers when a task is updated

Case updated

Triggers when a case is updated

Note created

Triggers when a new note is created

Lead updated

Triggers when a lead is updated

Module entry added

Triggers when a new entry is added to the selected module

Solution added

Triggers when a new solution is added

Contact updated

Triggers when a contact is updated

Order updated

Triggers when an order is updated

Product added

Triggers when a new product is added

Case created

Triggers when a new case is created

Email sent

Triggers when a new email is sent

Event created

Triggers when a new event is created

Task created

Triggers when a new task is added to the selected list

Email received

Triggers when a new email is received

Event updated

Triggers when the details of an existing event are updated

All Actions - Actions are the automated tasks

Create lead

Creates a new lead

Create order

Creates a new order

Create task

Creates a new task

Create product

Creates a new product

Create event

Creates a new event

Create note

Creates a new note

Create account

Creates a new account

Create campaign

Creates a new campaign

Create case

Creates a new case

Create opportunity

Creates a new opportunity

Create custom module entry

Creates a new entry in the selected module

Create solution

Creates a new solution

Create contact

Creates a new contact

Update custom module entry

Updates the details of entry in the selected module

Update product

Updates the details of an existing product

Update contact

Updates the details of an existing contact

Update opportunity

Updates the details of an existing opportunity

Update account

Updates the details of an existing account

Update case

Updates the details of an existing case

Update campaign

Updates the details of an existing campaign

Update task

Updates the details of an existing task

Update order

Updates the details of an existing order

Update note

Updates the details of an existing note

Update lead

Updates the details of an existing lead

Update solution

Updates the details of an existing solution

Update event

Updates the details of an existing event

Fetch custom module entry

Fetches the details of an entry in the selected module by name or ID

Fetch solution

Fetches the details of an existing solution by name or ID

Fetch opportunity

Fetches the details of an existing opportunity by name or ID

Fetch account

Fetches the details of an existing account by name or ID

Fetch contact

Fetches the details of an existing contact by name or email address or ID

Fetch user

Fetches the details of an existing user by email, name or ID

Fetch event

Fetches the details of an existing event by subject or ID

Fetch contract

Fetches the details of an existing contract by number or ID

Fetch asset

Fetches the details of an existing asset by name or ID

Fetch note

Fetches the details of an existing note by title or ID

Fetch company

Fetches the details of an existing D&B company by name or ID

Fetch module entry

Fetches the details of a module record entry based on the specified value

Fetch case

Fetches the details of an existing case by subject or ID

Fetch campaign

Fetches the details of an existing campaign by name or ID

Fetch product

Fetches the details of an existing product by name or ID

Fetch lead

Fetches the details of an existing lead by name or ID

Fetch group

Fetches the details of an existing group by name or ID

Fetch order

Fetches the details of an existing order by number or ID

Forward event

Forwards an event request to the specified recipients

Create contact

Creates a new contact

Reply to email

Replies to the specified email

Create event

Creates a new event

Create task

Creates a new task in the selected list

Send email

Creates and sends a new email

Flag email

Flags the specified email

Update contact

Updates the details of an existing contact

Update task

Updates the details of an existing task in the selected list

Update event

Updates the details of an existing event

Fetch calendar

Fetches the details of a calendar by name

Fetch event

Fetches the details of an existing event by title or ID from the selected calendar

Find contact folder

Finds a folder by name

Fetch contact

Fetches the details of an existing contact by email address from the default contacts folder

Fetch task

Fetches the details of an existing task by title or ID from the selected list

What is Salesforce?

Salesforce is CRM software that lets you manage sales, deliver personalized messages, and predict outcomes with AI-powered analytics.

CRM Popular

What is Outlook?

Outlook is email software that lets you manage contacts, set reminders, and share calendars with coworkers.

Email Microsoft Popular

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

Technical and Operations Head, TruAct

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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