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
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
- The flow triggers when a new account is created in Salesforce.
- Zoho Flow creates and sends a new email in Outlook.
Initiate a welcome email using Outlook when a new company is created in Salesforce
Salesforce + Outlook
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
- The flow triggers when a new contact is created in Salesforce.
- Zoho Flow creates a new contact in Outlook.
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 800+ 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
Note updated
Triggers when a note is updated
Task updated
Triggers when a task is updated
Solution updated
Triggers when an solution is updated
Product updated
Triggers when an product is updated
Opportunity added
Triggers when a new opportunity is added
Lead created
Triggers when a new lead is created
Product added
Triggers when a new product is added
Case created
Triggers when a new case is created
Contact updated
Triggers when a contact is updated
Order updated
Triggers when an order 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
Lead updated
Triggers when a lead is updated
Campaign updated
Triggers when a new campaign is updated
Opportunity updated
Triggers when an opportunity is updated
Task created
Triggers when a new task is created
Event created
Triggers when a new event is created
Account updated
Triggers when an account is updated
Order created
Triggers when a new order is created
Contact created
Triggers when a new contact is created
Module entry updated
Triggers when a record is updated in the selected module
Account created
Triggers when a new account is created
Event updated
Triggers when an event is updated
Note created
Triggers when a new note is created
Campaign added
Triggers when a new campaign is added
Case updated
Triggers when a case is updated
Event created
Triggers when a new event is created
Email received
Triggers when a new email is received
All Actions - Actions are the automated tasks
Create solution
Creates a new solution
Create opportunity
Creates a new opportunity
Create custom module entry
Creates a new entry in the selected module
Create campaign
Creates a new campaign
Create case
Creates a new case
Create note
Creates a new note
Create account
Creates a new account
Create product
Creates a new product
Create event
Creates a new event
Create order
Creates a new order
Create task
Creates a new task
Create contact
Creates a new contact
Create lead
Creates a new lead
Update note
Updates the details of an existing note
Update lead
Updates the details of an existing lead
Update order
Updates the details of an existing order
Update solution
Updates the details of an existing solution
Update event
Updates the details of an existing event
Update campaign
Updates the details of an existing campaign
Update task
Updates the details of an existing task
Update account
Updates the details of an existing account
Update case
Updates the details of an existing case
Update contact
Updates the details of an existing contact
Update opportunity
Updates the details of an existing opportunity
Update custom module entry
Updates the details of entry in the selected module
Update product
Updates the details of an existing product
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 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 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 order
Fetches the details of an existing order by number or ID
Fetch contact
Fetches the details of an existing contact by name or email address 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 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 account
Fetches the details of an existing account by name or ID
Fetch case
Fetches the details of an existing case by subject 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 module entry
Fetches the details of a module record entry based on the specified value
Fetch custom module entry
Fetches the details of an entry in the selected module by name or ID
Send email
Creates and sends a new email
Reply to email
Replies to the specified email
Create event
Creates a new event
Flag email
Flags the specified email
Create contact
Creates a new contact
Update contact
Updates the details of an existing contact
Update event
Updates a event by id
Find contact folder
Finds a folder by name
Fetch calendar
Fetches the details of a calendar by name
Fetch contact
Fetches the details of an existing contact by email address from the default contacts folder
Fetch event
Fetches an event by title
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Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
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