# Connect Microsoft Outlook andSalesforce to power AI-driven automation - No-code AI automation - Full audit trails and controls - SOC 2 and GDPR compliant - Easy visual workflow builder - 9,000+ apps, 450+ AI tools - Free tier available Swap apps Choose a Trigger When this happens... Choose an Action automatically do this! [Get started free](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dmake_a_zap_selector%26template__0__selected_api%3DMicrosoftOutlookCLIAPI%25402.20.0%26template__1__selected_api%3DSalesforceCLIAPI%25402.28.0&referrer=%2Fapps%2Fmicrosoft-outlook%2Fintegrations%2Fsalesforce/index.html) [Integrate for free](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dmake_a_zap_selector%26template__0__selected_api%3DMicrosoftOutlookCLIAPI%25402.20.0%26template__1__selected_api%3DSalesforceCLIAPI%25402.28.0&referrer=%2Fapps%2Fmicrosoft-outlook%2Fintegrations%2Fsalesforce/index.html) [Google LogoStart with Google for free](/content/google-sso/start?scopes=basic&next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26steps%255B0%255D%255Bapp%255D%3DMicrosoftOutlookCLIAPI%25402.20.0%26steps%255B1%255D%255Bapp%255D%3DSalesforceCLIAPI%25402.28.0) ## Launch your first automated workflow Start with a template that brings Microsoft Outlook andSalesforce together. Build enterprise-grade automation in minutes. Our most popular template - ### Create Salesforce records from new Microsoft Outlook emails matching specific searches Premium Salesforce [Details](/content/apps/microsoft-outlook/integrations/salesforce/1704773/create-salesforce-records-from-new-microsoft-outlook-emails-matching-specific-searches/index.html) [Try it](/content/webintent/create-zap?template=1704773/index.html) - - Microsoft Outlook, Salesforce Microsoft Outlook + Salesforce - ### Update Salesforce records with AI-generated data from Microsoft Outlook emails Premium Salesforce [Details](/content/apps/microsoft-outlook/integrations/salesforce/1533315/update-salesforce-records-with-ai-generated-data-from-microsoft-outlook-emails/index.html) [Try it](/content/webintent/create-zap?template=1533315/index.html) - - - Microsoft Outlook, ChatGPT (OpenAI), Salesforce Microsoft Outlook + ChatGPT (OpenAI) + Salesforce - ### Create Salesforce records with new resume data from Outlook using CandidateZip Premium Salesforce [Details](/content/apps/microsoft-outlook/integrations/salesforce/142218/create-salesforce-records-with-new-resume-data-from-outlook-using-candidatezip/index.html) [Try it](/content/webintent/create-zap?template=142218/index.html) - - +2 - Microsoft Outlook, Filter by Zapier, CandidateZip Resume/Job Parser, Salesforce Microsoft Outlook + Filter by Zapier + CandidateZip Resume/Job Parser + 1 more - ### Draft Microsoft Outlook emails from Salesforce and OpenAI Premium Salesforce [Details](/content/apps/microsoft-outlook/integrations/salesforce/909885/draft-microsoft-outlook-emails-from-salesforce-and-openai/index.html) [Try it](/content/webintent/create-zap?template=909885/index.html) - - - Salesforce, Microsoft Outlook, OpenAI (GPT-4, DALL-E, Whisper) Salesforce + Microsoft Outlook + OpenAI (GPT-4, DALL-E, Whisper) - ### Send new Salesforce records as emails in Microsoft Outlook Premium Salesforce [Details](/content/apps/microsoft-outlook/integrations/salesforce/1219319/send-new-salesforce-records-as-emails-in-microsoft-outlook/index.html) [Try it](/content/webintent/create-zap?template=1219319/index.html) - - Salesforce, Microsoft Outlook Salesforce + Microsoft Outlook - ### Update Salesforce records whenever new emails arrive in Microsoft Outlook Premium Salesforce [Details](/content/apps/microsoft-outlook/integrations/salesforce/1357369/update-salesforce-records-whenever-new-emails-arrive-in-microsoft-outlook/index.html) [Try it](/content/webintent/create-zap?template=1357369/index.html) - - Microsoft Outlook, Salesforce Microsoft Outlook + Salesforce Load more ### Create Salesforce records from new Microsoft Outlook emails matching specific searches Premium Salesforce [Try it](/content/webintent/create-zap?template=1704773/index.html) - - Microsoft Outlook, Salesforce Microsoft Outlook + Salesforce ### Update Salesforce records with AI-generated data from Microsoft Outlook emails Premium Salesforce [Try it](/content/webintent/create-zap?template=1533315/index.html) - - - Microsoft Outlook, ChatGPT (OpenAI), Salesforce Microsoft Outlook + ChatGPT (OpenAI) + Salesforce ### Create Salesforce records with new resume data from Outlook using CandidateZip Premium Salesforce [Try it](/content/webintent/create-zap?template=142218/index.html) - - +2 - Microsoft Outlook, Filter by Zapier, CandidateZip Resume/Job Parser, Salesforce Microsoft Outlook + Filter by Zapier + CandidateZip Resume/Job Parser + 1 more ### Draft Microsoft Outlook emails from Salesforce and OpenAI Premium Salesforce [Details](/content/apps/microsoft-outlook/integrations/salesforce/909885/draft-microsoft-outlook-emails-from-salesforce-and-openai/index.html) [Try it](/content/webintent/create-zap?template=909885/index.html) - - - Salesforce, Microsoft Outlook, OpenAI (GPT-4, DALL-E, Whisper) Salesforce + Microsoft Outlook + OpenAI (GPT-4, DALL-E, Whisper) ### Send new Salesforce records as emails in Microsoft Outlook Premium Salesforce [Details](/content/apps/microsoft-outlook/integrations/salesforce/1219319/send-new-salesforce-records-as-emails-in-microsoft-outlook/index.html) [Try it](/content/webintent/create-zap?template=1219319/index.html) - - Salesforce, Microsoft Outlook Salesforce + Microsoft Outlook ### Update Salesforce records whenever new emails arrive in Microsoft Outlook Premium Salesforce [Details](/content/apps/microsoft-outlook/integrations/salesforce/1357369/update-salesforce-records-whenever-new-emails-arrive-in-microsoft-outlook/index.html) [Try it](/content/webintent/create-zap?template=1357369/index.html) - - Microsoft Outlook, Salesforce Microsoft Outlook + Salesforce - ### Create Salesforce records when Microsoft Outlook events begin Premium Salesforce [Details](/content/apps/microsoft-outlook/integrations/salesforce/1359401/create-salesforce-records-when-microsoft-outlook-events-begin/index.html) [Try it](/content/webintent/create-zap?template=1359401/index.html) - - Microsoft Outlook, Salesforce Microsoft Outlook + Salesforce - ### Create draft emails in Microsoft Outlook for updated records in Salesforce Premium Salesforce [Details](/content/apps/microsoft-outlook/integrations/salesforce/1361742/create-draft-emails-in-microsoft-outlook-for-updated-records-in-salesforce/index.html) [Try it](/content/webintent/create-zap?template=1361742/index.html) - - Salesforce, Microsoft Outlook Salesforce + Microsoft Outlook ### Top companies trust Zapier to automate work that solves their unique business problems—no coding required. ## How Zapier works Zapier makes it easy to integrate Microsoft Outlook withSalesforce \- no code necessary. See how you can get setup in minutes. 100% Help Undo Publish Microsoft Outlook Microsoft Outlook 1. Choosetriggerevent Salesforce Salesforce 2. Chooseaction 1. Select the event Setup Test App Microsoft Outlook Trigger event Choose a trigger event ### Choose a trigger A trigger is the event that starts your Zap—like a "Calendar Event Start" from Microsoft Outlook. ### Add your action An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce. ### You’re connected! Zapier seamlessly connects Microsoft Outlook and Salesforce, automating your workflow. What’s a Zap? - YouTube Tap to unmute [What’s a Zap?](https://www.youtube.com/watch?v=wXc_lUEbUSA) [Zapier](https://www.youtube.com/channel/UCEvsxF4Z12vwpwDUaU02yiA) Zapier75.7K subscribers ## Supported triggers and actions Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs. triggers, actions, or triggers and actionsTriggers & Actions - Calendar Event Start Triggers at a specified time before an event in your calendar starts. - Calendar - Time Before Required - Time Before (Unit) Required [Trigger\\ \\ This is the start of your Zap\\ \\ Polling\\ \\ Zapier checks for new data every 15 min on the Free plan\\ \\ Try It](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DMicrosoftOutlookCLIAPI%25402.20.0%26template__0__type_of%3Dread%26template__0__action%3Dcalendar_event_start%26steps%255B0%255D%255Bapp%255D%3DMicrosoftOutlookCLIAPI%25402.20.0&selected_apis=MicrosoftOutlookCLIAPI%402.20.0&referrer=%2Fapps%2Fmicrosoft-outlook%2Fintegrations%2Fsalesforce&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - New Attachment Triggers when there is a new attachment. - Shared Inbox - Parent Folder - Child Folder [Trigger\\ \\ This is the start of your Zap\\ \\ Polling\\ \\ Zapier checks for new data every 15 min on the Free plan\\ \\ Try It](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DMicrosoftOutlookCLIAPI%25402.20.0%26template__0__type_of%3Dread%26template__0__action%3Dnew_attachment%26steps%255B0%255D%255Bapp%255D%3DMicrosoftOutlookCLIAPI%25402.20.0&selected_apis=MicrosoftOutlookCLIAPI%402.20.0&referrer=%2Fapps%2Fmicrosoft-outlook%2Fintegrations%2Fsalesforce&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - New Contact Triggers when a new contact is added to your account - Contact Folder [Trigger\\ \\ This is the start of your Zap\\ \\ Polling\\ \\ Zapier checks for new data every 15 min on the Free plan\\ \\ Try It](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DMicrosoftOutlookCLIAPI%25402.20.0%26template__0__type_of%3Dread%26template__0__action%3Dnew_contact%26steps%255B0%255D%255Bapp%255D%3DMicrosoftOutlookCLIAPI%25402.20.0&selected_apis=MicrosoftOutlookCLIAPI%402.20.0&referrer=%2Fapps%2Fmicrosoft-outlook%2Fintegrations%2Fsalesforce&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - New Email Matching Search Triggers when a new e-mail is received in your inbox that matches a search. - Parent Folder - Child Folder - Search terms Required - Note [Trigger\\ \\ This is the start of your Zap\\ \\ Polling\\ \\ Zapier checks for new data every 15 min on the Free plan\\ \\ Try It](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DMicrosoftOutlookCLIAPI%25402.20.0%26template__0__type_of%3Dread%26template__0__action%3Dnew_email_search%26steps%255B0%255D%255Bapp%255D%3DMicrosoftOutlookCLIAPI%25402.20.0&selected_apis=MicrosoftOutlookCLIAPI%402.20.0&referrer=%2Fapps%2Fmicrosoft-outlook%2Fintegrations%2Fsalesforce&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - New Flagged Email Triggers when a new email is flagged. [Trigger\\ \\ This is the start of your Zap\\ \\ Polling\\ \\ Zapier checks for new data every 15 min on the Free plan\\ \\ Try It](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DMicrosoftOutlookCLIAPI%25402.20.0%26template__0__type_of%3Dread%26template__0__action%3Dnew_flagged_email%26steps%255B0%255D%255Bapp%255D%3DMicrosoftOutlookCLIAPI%25402.20.0&selected_apis=MicrosoftOutlookCLIAPI%402.20.0&referrer=%2Fapps%2Fmicrosoft-outlook%2Fintegrations%2Fsalesforce&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - Updated Calendar Event Triggers when an event is updated. - Calendar [Trigger\\ \\ This is the start of your Zap\\ \\ Polling\\ \\ Zapier checks for new data every 15 min on the Free plan\\ \\ Try It](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DMicrosoftOutlookCLIAPI%25402.20.0%26template__0__type_of%3Dread%26template__0__action%3Dupdated_calendar_event%26steps%255B0%255D%255Bapp%255D%3DMicrosoftOutlookCLIAPI%25402.20.0&selected_apis=MicrosoftOutlookCLIAPI%402.20.0&referrer=%2Fapps%2Fmicrosoft-outlook%2Fintegrations%2Fsalesforce&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - Add Attendees to Calendar Event Adds attendees to a calendar event. - Event - Merge with existing attendees? - Attendees Action This is an event a Zap performs. Write Create a new record or update an existing record in your app. - Add User to Distribution List Adds a user to a distribution list or group. Only available in Microsoft 365 Business accounts that have organizational directories. - Distribution list Required - User email Required Action This is an event a Zap performs. Write Create a new record or update an existing record in your app. - Create Event Create an event in the calendar of your choice. - Calendar - Subject Required - Start Date & Time Required - End Date & Time Required - Location Name - Sensitivity - Attendees - Is this an All Day Event? - Description - Show me as Free or Busy - Is this an Online Meeting? - Enable Reminder - Categories Action This is an event a Zap performs. Write Create a new record or update an existing record in your app. - Create Draft Email Creates a draft of an email that can then be reviewed and sent out. - Shared Mailbox - To Email(s) Required - CC Email(s) - BCC Email(s) - Reply-To Email - Subject Required - Body Format Required - Body Required - Attachment - Action for Files Larger Than 150MB Action This is an event a Zap performs. Write Create a new record or update an existing record in your app. - Create Folder Create a new mail folder. - Shared Mailbox - Folder Name Required - Parent Folder Action This is an event a Zap performs. Write Create a new record or update an existing record in your app. - Delete Email Delete an email from a shared or own mailbox. - Shared Mailbox - Email ID Required Action This is an event a Zap performs. Write Create a new record or update an existing record in your app. - Flag / Unflag Email Update the follow-up flag on an email. - Shared Mailbox - Email ID Required - Flag Action Required Action This is an event a Zap performs. Write Create a new record or update an existing record in your app. - Mark Email as Read/Unread Update the read status of an email. - Shared Mailbox - Email ID Required - Mark as Required Action This is an event a Zap performs. Write Create a new record or update an existing record in your app. - Remove Categories From Email Remove one or more categories from an email. - Shared Mailbox - Categories to Remove Required - Email ID Required Action This is an event a Zap performs. Write Create a new record or update an existing record in your app. - Send Draft Email Send a draft email that was previously created. - Send From (Shared Mailbox) - Draft Email ID Required Action This is an event a Zap performs. Write Create a new record or update an existing record in your app. - Set Email Importance Update an email's importance level. - Shared Mailbox - Email ID Required - Importance Required Action This is an event a Zap performs. Write Create a new record or update an existing record in your app. - Update Contact Updates a contact. - Contact Folder - Contact Required - First Name - Last Name - EmailAddresses - BusinessPhones - HomePhones - MobilePhone - JobTitle - CompanyName - Department - Business Website URL - PersonalNotes - Street - City - State - Postal Code - Country or Region - Street - City - State - Postal Code - Country or Region - Street - City - State - Postal Code - Country or Region Action This is an event a Zap performs. Write Create a new record or update an existing record in your app. - Find Calendar Events Finds Calendar Events in your calendar. - Calendar - SearchTerm Required - Start Date & Time - End Date & Time Action This is an event a Zap performs. Search Find existing data in your app - Find Emails Finds emails based on name. - Search\_info - Search Value Required Action This is an event a Zap performs. Search Find existing data in your app - Find Calendar Events in Group Calendar Finds calendar events in a Microsoft 365 group calendar. - Group email address or ID Required - Search Term - Start Date & Time - End Date & Time Action This is an event a Zap performs. Search Find existing data in your app - Get Calendar Events in Date Range Retrieves calendar events within a specific date range for reporting and automation (maximum of 500 events returned). - Calendar - Start Date & Time Required - End Date & Time Required - Select Fields Action This is an event a Zap performs. Search Find existing data in your app - New Case Attachment Triggers when a new Attachment is added to a case. [Trigger\\ \\ This is the start of your Zap\\ \\ Polling\\ \\ Zapier checks for new data every 15 min on the Free plan\\ \\ Try It](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DSalesforceCLIAPI%25402.28.0%26template__0__type_of%3Dread%26template__0__action%3Dnew_case_attachment%26steps%255B0%255D%255Bapp%255D%3DSalesforceCLIAPI%25402.28.0&selected_apis=SalesforceCLIAPI%402.28.0&referrer=%2Fapps%2Fmicrosoft-outlook%2Fintegrations%2Fsalesforce&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - New Field History Tracking Event Triggers when a field is updated on the object specified. It will output the old and new field values. - History Object Required [Trigger\\ \\ This is the start of your Zap\\ \\ Polling\\ \\ Zapier checks for new data every 15 min on the Free plan\\ \\ Try It](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DSalesforceCLIAPI%25402.28.0%26template__0__type_of%3Dread%26template__0__action%3Dnew_field_history_tracking_event%26steps%255B0%255D%255Bapp%255D%3DSalesforceCLIAPI%25402.28.0&selected_apis=SalesforceCLIAPI%402.28.0&referrer=%2Fapps%2Fmicrosoft-outlook%2Fintegrations%2Fsalesforce&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - New Lead Triggers when a new Lead is created. [Trigger\\ \\ This is the start of your Zap\\ \\ Polling\\ \\ Zapier checks for new data every 15 min on the Free plan\\ \\ Try It](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DSalesforceCLIAPI%25402.28.0%26template__0__type_of%3Dread%26template__0__action%3Dnew_lead%26steps%255B0%255D%255Bapp%255D%3DSalesforceCLIAPI%25402.28.0&selected_apis=SalesforceCLIAPI%402.28.0&referrer=%2Fapps%2Fmicrosoft-outlook%2Fintegrations%2Fsalesforce&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - New Record Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created. - Salesforce Objects Required [Trigger\\ \\ This is the start of your Zap\\ \\ Polling\\ \\ Zapier checks for new data every 15 min on the Free plan\\ \\ Try It](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DSalesforceCLIAPI%25402.28.0%26template__0__type_of%3Dread%26template__0__action%3Dnew_record%26steps%255B0%255D%255Bapp%255D%3DSalesforceCLIAPI%25402.28.0&selected_apis=SalesforceCLIAPI%402.28.0&referrer=%2Fapps%2Fmicrosoft-outlook%2Fintegrations%2Fsalesforce&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - Updated Record Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated. - Salesforce Object Required [Trigger\\ \\ This is the start of your Zap\\ \\ Polling\\ \\ Zapier checks for new data every 15 min on the Free plan\\ \\ Try It](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DSalesforceCLIAPI%25402.28.0%26template__0__type_of%3Dread%26template__0__action%3Dupdated_record%26steps%255B0%255D%255Bapp%255D%3DSalesforceCLIAPI%25402.28.0&selected_apis=SalesforceCLIAPI%402.28.0&referrer=%2Fapps%2Fmicrosoft-outlook%2Fintegrations%2Fsalesforce&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - Add File to Record Adds an existing file to an existing Record. - Salesforce Object Required - Record Required - File Required - Visibility Required Action This is an event a Zap performs. Write Create a new record or update an existing record in your app. - Call Apex REST Direct pass-through to custom Apex REST endpoints at /services/apexrest/... with minimal processing. Send exactly what your Apex class expects. - Path after /services/apexrest/ Required - HTTP method Required - Query parameters - Extra headers - Request body - Timeout Action This is an event a Zap performs. Write Create a new record or update an existing record in your app. - Create Attachment Creates a new attachment (max 25MB). - File Required - Salesforce Object Required - Description - Attachment visibility Action This is an event a Zap performs. Write Create a new record or update an existing record in your app. - Create Contact Creates a new contact. Action This is an event a Zap performs. Write Create a new record or update an existing record in your app. - Create File Creates a new File (max 25MB). - File Required - Title - Description - Salesforce Object Action This is an event a Zap performs. Write Create a new record or update an existing record in your app. - Create Note Creates a new note and links it to a parent record - Note Title Required - Note - Salesforce Object Required - Note Visibility - Use Assignment Rules Action This is an event a Zap performs. Write Create a new record or update an existing record in your app. - Create Record (UTC) Creates a new record of a specified Salesforce object. Dates use the UTC format. - Salesforce Object Required - Use Assignment Rules - Allow Duplicates Action This is an event a Zap performs. Write Create a new record or update an existing record in your app. - Launch Flow Launch a Salesforce flow with optional input parameters. The flow will execute and return any output values. - Flow Required - Manual flow input parameters Action This is an event a Zap performs. Write Create a new record or update an existing record in your app. - Send Email Sends an email using Salesforce Simple Email Actions. - To Required - CC - BCC - Subject Required - Email Format Required - Sender Type Required Action This is an event a Zap performs. Write Create a new record or update an existing record in your app. - Update Lead Updates an existing lead in Salesforce. - Lead to Update Required - Use Assignment Rules Action This is an event a Zap performs. Write Create a new record or update an existing record in your app. - Update Record (UTC) Updates an existing record of a specified Salesforce object. Dates use the UTC format. - Salesforce Object Required - Record to Update Required - Use Assignment Rules Action This is an event a Zap performs. Write Create a new record or update an existing record in your app. - Custom SOQL Query Execute custom SOQL SELECT queries with support for full query control and guided aggregate functions (COUNT, SUM, AVG, MAX, MIN). - Query Type Required - Include Deleted Records Action This is an event a Zap performs. Search Find existing data in your app - Find Child Records Finds Child Records for a given Parent ID. - Parent Object Required Action This is an event a Zap performs. Search Find existing data in your app - Find Records by Query Finds records of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause. - Salesforce Object Required - SOQL WHERE clause Required Action This is an event a Zap performs. Search Find existing data in your app - Find Record by Query Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause. - Salesforce Object Required - SOQL WHERE Clause Required - Sort by - Sort Order - Maximum Number of Records Action This is an event a Zap performs. Search Find existing data in your app - Find or Create Record Find a record. Optionally create a record if not found. - Salesforce Object Required - Search Value Required - Second Field to Search By - Second Search Value - Search Operator - Use Assignment Rules - Allow Duplicates Action This is an event a Zap performs. Search or write Find existing data in your app, or create a new record if no data is found - Cancelled Calendar Event Triggers when an event is cancelled. [Trigger\\ \\ This is the start of your Zap\\ \\ Instant\\ \\ This event starts a Zap instantly.\\ \\ Try It](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DMicrosoftOutlookCLIAPI%25402.20.0%26template__0__type_of%3Dread%26template__0__action%3Dcancelled_calendar_event%26steps%255B0%255D%255Bapp%255D%3DMicrosoftOutlookCLIAPI%25402.20.0&selected_apis=MicrosoftOutlookCLIAPI%402.20.0&referrer=%2Fapps%2Fmicrosoft-outlook%2Fintegrations%2Fsalesforce&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - New Calendar Event Triggers when a new event is created in your calendar. - Calendar [Trigger\\ \\ This is the start of your Zap\\ \\ Polling\\ \\ Zapier checks for new data every 15 min on the Free plan\\ \\ Try It](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DMicrosoftOutlookCLIAPI%25402.20.0%26template__0__type_of%3Dread%26template__0__action%3Dnew_calendar_event%26steps%255B0%255D%255Bapp%255D%3DMicrosoftOutlookCLIAPI%25402.20.0&selected_apis=MicrosoftOutlookCLIAPI%402.20.0&referrer=%2Fapps%2Fmicrosoft-outlook%2Fintegrations%2Fsalesforce&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - New Email in Personal Inbox Triggers when a new email arrives in your personal mailbox inbox, or in a specific folder if selected. - Parent Folder - Child Folder [Trigger\\ \\ This is the start of your Zap\\ \\ Polling\\ \\ Zapier checks for new data every 15 min on the Free plan\\ \\ Try It](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DMicrosoftOutlookCLIAPI%25402.20.0%26template__0__type_of%3Dread%26template__0__action%3Dnew_email_personal%26steps%255B0%255D%255Bapp%255D%3DMicrosoftOutlookCLIAPI%25402.20.0&selected_apis=MicrosoftOutlookCLIAPI%402.20.0&referrer=%2Fapps%2Fmicrosoft-outlook%2Fintegrations%2Fsalesforce&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - New Email in Shared Mailbox Triggers when a new email arrives in a shared mailbox inbox, or in a specific folder if selected. - Shared Mailbox Required - Parent Folder - Child Folder [Trigger\\ \\ This is the start of your Zap\\ \\ Polling\\ \\ Zapier checks for new data every 15 min on the Free plan\\ \\ Try It](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DMicrosoftOutlookCLIAPI%25402.20.0%26template__0__type_of%3Dread%26template__0__action%3Dnew_email_shared%26steps%255B0%255D%255Bapp%255D%3DMicrosoftOutlookCLIAPI%25402.20.0&selected_apis=MicrosoftOutlookCLIAPI%402.20.0&referrer=%2Fapps%2Fmicrosoft-outlook%2Fintegrations%2Fsalesforce&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - New Message in Folder Triggers when a new message is created in a folder. - Shared Inbox - Parent Folder - Child Folder [Trigger\\ \\ This is the start of your Zap\\ \\ Polling\\ \\ Zapier checks for new data every 15 min on the Free plan\\ \\ Try It](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DMicrosoftOutlookCLIAPI%25402.20.0%26template__0__type_of%3Dread%26template__0__action%3Dnew_message_in_folder%26steps%255B0%255D%255Bapp%255D%3DMicrosoftOutlookCLIAPI%25402.20.0&selected_apis=MicrosoftOutlookCLIAPI%402.20.0&referrer=%2Fapps%2Fmicrosoft-outlook%2Fintegrations%2Fsalesforce&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - Updated Contact Triggers when a contact is updated. - Contact Folder [Trigger\\ \\ This is the start of your Zap\\ \\ Polling\\ \\ Zapier checks for new data every 15 min on the Free plan\\ \\ Try It](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DMicrosoftOutlookCLIAPI%25402.20.0%26template__0__type_of%3Dread%26template__0__action%3Dupdated_contact%26steps%255B0%255D%255Bapp%255D%3DMicrosoftOutlookCLIAPI%25402.20.0&selected_apis=MicrosoftOutlookCLIAPI%402.20.0&referrer=%2Fapps%2Fmicrosoft-outlook%2Fintegrations%2Fsalesforce&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - Set Categories on an Email Sets the categories applied to an email. - Email ID Required - Categories Required - Mark as Read Action This is an event a Zap performs. Write Create a new record or update an existing record in your app. - Copy Email Create a duplicate of an email in a different folder. - Shared Mailbox - Destination Folder Required - Email ID Required Action This is an event a Zap performs. Write Create a new record or update an existing record in your app. - Create Contact Creates a new contact. - Contact Folder - First Name Required - Last Name - EmailAddresses - BusinessPhones - HomePhones - MobilePhone - JobTitle - CompanyName - Department - Business Website URL - FileAs - PersonalNotes - Street - City - State - Postal Code - Country or Region - Street - City - State - Postal Code - Country or Region - Street - City - State - Postal Code - Country or Region Action This is an event a Zap performs. Write Create a new record or update an existing record in your app. - Create Draft Reply Creates a draft reply for an email. - Shared Mailbox - Email ID Required - To Email(s) - CC Email(s) - BCC Email(s) - Reply-To Email - Subject - Body Format - Body - Attachment - Action for Files Larger Than 150MB - Reply to All Action This is an event a Zap performs. Write Create a new record or update an existing record in your app. - Delete Contact Deletes an existing contact. - Contact to Delete Required Action This is an event a Zap performs. Write Create a new record or update an existing record in your app. - Delete Event Deletes an existing event. - Event Required Action This is an event a Zap performs. Write Create a new record or update an existing record in your app. - Forward Email Forward an email to specific recipients based on rules or conditions. - Send From (Shared Mailbox) - Email ID Required - To Recipients Required - Comment Action This is an event a Zap performs. Write Create a new record or update an existing record in your app. - Move Email to Folder Move an email to a specific folder. - Email ID Required - Destination Folder Required Action This is an event a Zap performs. Write Create a new record or update an existing record in your app. - Reply to Email Creates a new reply to a specified email message. - Email ID Required - Comment Action This is an event a Zap performs. Write Create a new record or update an existing record in your app. - Send Email Send an email from your Outlook account. - Send From (Shared Mailbox) - To Email(s) Required - CC Email(s) - BCC Email(s) - Reply-To Email - Subject Required - Body Format Required - Body Required - Attachments - Action for Files Larger Than 150MB Action This is an event a Zap performs. Write Create a new record or update an existing record in your app. - Update Calendar Event Updates a calendar event information. - Event - Subject - Start Date & Time - End Date & Time - All Day Event? - Is Online Meeting? - Hide attendees list? - Description - Show me as Free or Busy - The importance of the event - Merge with existing attendees? - Attendees - Categories - Location Action This is an event a Zap performs. Write Create a new record or update an existing record in your app. - API Request (Beta) This is an advanced action which makes a raw HTTP request that includes this integration's authentication. - Stop on error Required - HTTP Method Required - URL Required - Query string parameters - Additional request headers - Body Action This is an event a Zap performs. Write Create a new record or update an existing record in your app. - Find Contacts Search for contacts. - Contact Folder - First Name - Last Name - Email Action This is an event a Zap performs. Search Find existing data in your app - Find Emails in Specific Folder Searches for emails within a specific folder rather than across all mailboxes. - Folder\_info - Folder Required - Search Terms - From Address - Start Date - End Date Action This is an event a Zap performs. Search Find existing data in your app - Get Attachment by ID Retrieves a specific email attachment using its ID. - Shared Mailbox - Email ID Required - Attachment ID Required Action This is an event a Zap performs. Search Find existing data in your app - Find or Create Contact this is the description. - Contact Folder - First Name Required - Last Name - Email - BusinessPhones - HomePhones - MobilePhone - JobTitle - CompanyName - Department - Business Website URL - FileAs - PersonalNotes - Street - City - State - Postal Code - Country or Region - Street - City - State - Postal Code - Country or Region - Street - City - State - Postal Code - Country or Region Action This is an event a Zap performs. Search or write Find existing data in your app, or create a new record if no data is found - New Contact Triggers when a new Contact is created. [Trigger\\ \\ This is the start of your Zap\\ \\ Polling\\ \\ Zapier checks for new data every 15 min on the Free plan\\ \\ Try It](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DSalesforceCLIAPI%25402.28.0%26template__0__type_of%3Dread%26template__0__action%3Dnew_contact%26steps%255B0%255D%255Bapp%255D%3DSalesforceCLIAPI%25402.28.0&selected_apis=SalesforceCLIAPI%402.28.0&referrer=%2Fapps%2Fmicrosoft-outlook%2Fintegrations%2Fsalesforce&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - New or Updated File on Record Triggers when an attachment, note, or content document is added or updated on any record of the specified Salesforce object. - Salesforce Object Required - Record (Optional) [Trigger\\ \\ This is the start of your Zap\\ \\ Polling\\ \\ Zapier checks for new data every 15 min on the Free plan\\ \\ Try It](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DSalesforceCLIAPI%25402.28.0%26template__0__type_of%3Dread%26template__0__action%3Dnew_file_on_record%26steps%255B0%255D%255Bapp%255D%3DSalesforceCLIAPI%25402.28.0&selected_apis=SalesforceCLIAPI%402.28.0&referrer=%2Fapps%2Fmicrosoft-outlook%2Fintegrations%2Fsalesforce&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - New Outbound Message Triggers when a new outbound message is received in Salesforce. [Trigger\\ \\ This is the start of your Zap\\ \\ Instant\\ \\ This event starts a Zap instantly.\\ \\ Try It](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DSalesforceCLIAPI%25402.28.0%26template__0__type_of%3Dread%26template__0__action%3Dnew_outbound_message%26steps%255B0%255D%255Bapp%255D%3DSalesforceCLIAPI%25402.28.0&selected_apis=SalesforceCLIAPI%402.28.0&referrer=%2Fapps%2Fmicrosoft-outlook%2Fintegrations%2Fsalesforce&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - Updated Field on Record Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.). - Disclaimer - Salesforce Object Required [Trigger\\ \\ This is the start of your Zap\\ \\ Polling\\ \\ Zapier checks for new data every 15 min on the Free plan\\ \\ Try It](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26template__0__selected_api%3DSalesforceCLIAPI%25402.28.0%26template__0__type_of%3Dread%26template__0__action%3Dupdated_field_on_record%26steps%255B0%255D%255Bapp%255D%3DSalesforceCLIAPI%25402.28.0&selected_apis=SalesforceCLIAPI%402.28.0&referrer=%2Fapps%2Fmicrosoft-outlook%2Fintegrations%2Fsalesforce&utm_source=zapier&utm_medium=product&utm_campaign=zapier-gbl-zcr-display-team_explore_zt_integration_triggers&entry-point-method=make_a_zap_supported_trigger/index.html) - Add Contact to Campaign Adds an existing contact to an existing campaign. - Campaign Required - Contact Required Action This is an event a Zap performs. Write Create a new record or update an existing record in your app. - Add Lead to Campaign Adds an existing lead to an existing campaign. - Campaign Required - Lead Required Action This is an event a Zap performs. Write Create a new record or update an existing record in your app. - Convert Lead to Contact Adds an existing contact to an existing campaign. - Lead Required - Account Required - Opportunity - Create new opportunity? - Converted Status Required Action This is an event a Zap performs. Write Create a new record or update an existing record in your app. - Create Child Records (with line item support) Creates records from line items and sets the parent-child relationship. - Parent Object Required - Use Assignment Rules Action This is an event a Zap performs. Write Create a new record or update an existing record in your app. - Create Enhanced Note Creates a new enhanced note (also known as ContentNote) with optional record attachment. - Note Title Required - Note Content Required - Salesforce Object Action This is an event a Zap performs. Write Create a new record or update an existing record in your app. - Create Lead Creates a new lead in Salesforce. - Use Assignment Rules Action This is an event a Zap performs. Write Create a new record or update an existing record in your app. - Create Record Creates a new record of a specified Salesforce object. - Salesforce Object Required - Use Assignment Rules - Allow Duplicates Action This is an event a Zap performs. Write Create a new record or update an existing record in your app. - Delete Record Deletes an existing record of a specified Salesforce object. - Warning - Salesforce Object Required - Record ID Required Action This is an event a Zap performs. Write Create a new record or update an existing record in your app. - Run Report Execute a Salesforce Analytics report and retrieve the results with optional custom filters and groupings. - Report Required - Include details - Number of custom filters - Row groupings - Column groupings - Summary calculations - Detail columns - Sort order - Report format - Advanced report options Action This is an event a Zap performs. Write Create a new record or update an existing record in your app. - Update Contact Updates an existing contact in Salesforce. - Contact to Update Required Action This is an event a Zap performs. Write Create a new record or update an existing record in your app. - Update Record Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.). - Salesforce Object Required - Record to Update Required - Use Assignment Rules Action This is an event a Zap performs. Write Create a new record or update an existing record in your app. - API Request (Beta) This is an advanced action which makes a raw HTTP request that includes this integration's authentication. - Stop on error Required - HTTP Method Required - URL Required - Query string parameters - Additional request headers - Body Action This is an event a Zap performs. Write Create a new record or update an existing record in your app. - Custom SOSL Query Execute custom SOSL (Salesforce Object Search Language) queries for text-based searches across multiple objects and fields. Useful for searching Salesforce Knowledge Base articles and other cross-object text searches. - SOSL Query Required Action This is an event a Zap performs. Search Find existing data in your app - Find Record Finds a record of a specified Salesforce object by up to two fields and values you choose. - Salesforce Object Required - Search Value Required - Second Field to Search By - Second Search Value - Search Operator Action This is an event a Zap performs. Search Find existing data in your app - Find Records Finds records of a specified Salesforce object by a field and value you choose (with line-item support). - Salesforce Object Required Action This is an event a Zap performs. Search Find existing data in your app - Get Record Attachments Gets all notes and attachments for a record. - Salesforce Object Required - Record ID Required Action This is an event a Zap performs. Search Find existing data in your app - Find or Create Record by Query Finds a record of a Salesforce object using a Salesforce Object Query (SOQL) WHERE clause. Optionally create a record if not found. - Salesforce Object Required - SOQL WHERE Clause Required - Sort by - Sort Order - Maximum Number of Records - Use Assignment Rules - Allow Duplicates Action This is an event a Zap performs. Search or write Find existing data in your app, or create a new record if no data is found Load more ## Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023 93% Customers who say using Zapier has made them better at their job 25m Customers have created over 25 million Zaps on the platform 6 mins The average user takes less than 6 minutes to set up a Zap ## Practical ways you can use Microsoft Outlook and Salesforce ##### Schedule Salesforce lead updates in Outlook Keep track of important progress updates. When a lead is updated in Salesforce, Zapier creates a calendar event in Microsoft Outlook, making it easy to maintain visibility into key developments with scheduled reminders. Business Owner [Try it](/content/sign-up/?next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dai_workflows%26steps%255B0%255D%255Bapp%255D%3DMicrosoftOutlookCLIAPI%25402.20.0%26steps%255B1%255D%255Bapp%255D%3DSalesforceCLIAPI%25402.28.0&selected_apis=MicrosoftOutlookCLIAPI%402.20.0%2CSalesforceCLIAPI%402.28.0&referrer=%2Fapps%2Fmicrosoft-outlook%2Fintegrations%2Fsalesforce/index.html) ##### Sync Outlook and Salesforce contacts Keep your contact lists consistent across platforms. When a new contact is added to Microsoft Outlook, Zapier automatically creates the same contact in Salesforce. This improves data consistency and ensures up-to-date contact information in both systems. IT ##### Notify marketers about flagged Outlook emails React proactively to key communications. When an email is flagged in Microsoft Outlook, Zapier sends a notification to the marketing team's Slack channel, ensuring they can act quickly to respond or follow up. This setup maintains communication efficiency and timely action. Marketing & Marketing Ops ## Learn how to automate Microsoft Outlook on the Zapier blog ### How to add Microsoft Outlook events to Google Calendar Juggling two calendars is a recipe for missed calls and appointments. Instead, you can use a Zap—Zapier's automated workflows—to connect your calendars so you only have to look in one spot. Keep reading to learn how to automatically copy Microsoft Calendar events to Google Calendar. [How to add Microsoft Outlook events to Google Calendar](/content/blog/add-microsoft-calendar-events-to-google-calendar/index.html) ### Automatically copy events from one Microsoft Outlook calendar to another While Microsoft Outlook lets you duplicate events to your different calendars, that's only a one-time transfer. Fortunately, you can use Zapier to do it automatically. [Automatically copy events from one Microsoft Outlook calendar to another](/content/blog/copy-events-in-microsoft-outlook-calendar/index.html) ### How to create Microsoft Outlook calendar events from a Google Sheet If you need to create calendar events often—maybe you frequently plan events or manage calendars across teams or your company—you know that manually adding event details or getting those details from coworkers is slow and tedious work. But there's a better way—a single Zapier automation and a Google Sheet... [How to create Microsoft Outlook calendar events from a Google Sheet](/content/blog/create-microsoft-outlook-events-from-google-sheets/index.html) Load more ## Learn how to automate Salesforce on the Zapier blog ### How to integrate Salesforce with ChatGPT By combining Salesforce with ChatGPT through automation, you can streamline your entire lead management process. [How to integrate Salesforce with ChatGPT](/content/blog/integrate-salesforce-with-chatgpt/index.html) ### How to use Zapier's HubSpot Salesforce integration It's a bit of an understatement to say that Salesforce and HubSpot are two of the most popular CRMs. In many ways, they've come to define the category. And if you're using both for your business, keeping them in sync is probably one of your biggest challenges—so here's the best... [How to use Zapier's HubSpot Salesforce integration](/content/blog/hubspot-salesforce-integration/index.html) ### How to connect Google Sheets to Salesforce In this article, I'll show you how to set up a Google Sheets Salesforce integration so you can automatically create a record in Salesforce every time a new row is added to Google Sheets. I'll first cover how to do this with the Salesforce Data Loader and the Google Cloud... [How to connect Google Sheets to Salesforce](/content/blog/how-to-connect-google-sheets-to-salesforce/index.html) Load more ## Make work flow with AI Level up your Microsoft Outlook to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like [OpenAI](/content/apps/openai/integrations/index.html), [Anthropic](/content/apps/anthropic-claude/integrations/index.html), and more. [Learn about AI automation](/content/ai/index.html) ## Frequently Asked Questions about Microsoft Outlook + Salesforce integrations New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Outlook and Salesforce How can I integrate Microsoft Outlook with Salesforce? You can integrate Microsoft Outlook with Salesforce by using our platform to set up automated workflows, or 'Zaps'. This involves selecting Microsoft Outlook as the trigger app and defining an event such as receiving a new email. Then, choose Salesforce as the action app where you'll determine what needs to happen in Salesforce, like creating a new contact. What triggers are available for Outlook when integrating with Salesforce? When integrating Outlook with Salesforce, you can use triggers like 'New Email', 'New Contact', or 'New Calendar Event' from Outlook. These triggers can initiate various actions in Salesforce such as creating leads or updating existing records. Can I create events in Salesforce from my Outlook calendar? Yes, by setting up an integration where a new event in your Outlook calendar acts as a trigger, you can automate the creation of corresponding events in Salesforce. This ensures your scheduling is synchronized across both platforms. How do I update contacts in Salesforce when they are modified in Outlook? To update contacts in Salesforce when they change in Outlook, set up a Zap that uses the 'Updated Contact' trigger from Microsoft Outlook. Then select the appropriate action such as updating an existing record in Salesforce to keep your contact information consistent. Is it possible to sync emails between Outlook and Salesforce automatically? You can automatically sync emails by configuring an integration where new incoming emails on Outlook serve as triggers to create compatible email activities within Salesforce. This integration ensures that all relevant communications are stored within your CRM. What should I do if my Zaps don't trigger as expected? If your Zaps aren't triggering correctly, check if the chosen trigger events occur properly on our platform and verify that all account connections are active and authorized. It may assist to review any filters or options configured during Zap setup that might prevent triggering. Are customization options available when syncing data between these applications? Certainly! While setting up Zaps between Microsoft Outlook and Salesforce, you have customization flexibility including choosing specific data fields for transfer, setting filtering conditions for tight control over information flow, and tailoring actions to meet unique workflow needs. About Microsoft Outlook Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services. [Learn more](https://outlook.live.com/)[Learn more](https://outlook.live.com/)[Help](/content/apps/microsoft-outlook/integrations#help/index.html)[Help](/content/apps/microsoft-outlook/integrations#help/index.html) Related categories [Calendar](/content/apps/categories/calendar/index.html) [Email](/content/apps/categories/email/index.html) [Microsoft](/content/apps/categories/microsoft/index.html) Similar apps Gmail Email, Google Zoho Mail Email, Zoho About Salesforce Salesforce is a leading enterprise customer relationship manager (CRM) application. [Learn more](https://www.salesforce.com/)[Learn more](https://www.salesforce.com/)[Help](/content/apps/salesforce/integrations#help/index.html)[Help](/content/apps/salesforce/integrations#help/index.html) Related categories [CRM (Customer Relationship Management)](/content/apps/categories/crm/index.html) Similar apps Zapier Forms App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier ## Connect Microsoft Outlook to Salesforce on the world's largest no-code automation platform Integrate for free Integrate for free [Google LogoSign up with Google](/content/google-sso/start?scopes=basic&next=https%3A%2F%2Fzapier.com%2Fwebintent%2Fcreate-zap%3Fentry-point-location%3Dexplore%26entry-point-method%3Dconnect_call_to_action%26steps%255B0%255D%255Bapp%255D%3DMicrosoftOutlookCLIAPI%25402.20.0%26steps%255B1%255D%255Bapp%255D%3DSalesforceCLIAPI%25402.28.0)