Microsoft Outlook
Salesforce

Microsoft Outlook and Salesforce Integration

No-code Integration
No-code
Supported Automation Platforms
3automatiomation platforms supported
Microsoft Outlook Actions
21Microsoft Outlook Triggers & Actions
Salesforce Actions
149Salesforce Triggers & Actions

How to connect Microsoft Outlook and Salesforce

Microsoft Outlook and Salesforce integration is available through workflow automation tools – Zapier, n8n.io or Integrately. With the combination of 27 Microsoft Outlook triggers and 151 Salesforce actions, you can create thousands of integration workflows to automate your work.

Popular Workflows for Microsoft Outlook and Salesforce Integration

By integrating Microsoft Outlook with Salesforce, users can create custom workflows that save time and increase efficiency. Here are some of the most popular workflows that can be achieved through their integration.

  • Add important tasks to a personal to-do list
  • Distribute content across social media platforms
  • Register new leads for webinars to nurture them

Workflow Automation Platforms supported by Microsoft Outlook and Salesforce

You can streamline your workflow processes between Microsoft Outlook and Salesforce with these no-code automation platforms that don't require any coding experience. Browse through this list to find the right platform that enables customized workflows tailored to your specific business requirements.

  • Zapier. Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
  • n8n.io. n8n is a workflow automation tool, which helps to connect different apps and tools between each other using it's open, fair-code model. n8n is available as an open-source (only fair-code use) software and as a cloud service.
  • Integrately. Integrately helps to integrate your apps in 1 click using easy to set up automation templates. Live chat support and an impressive 10k+ customer base set it apart.

Microsoft Outlook and Salesforce Integration Price

If you have decided to use a workflow automation tool to connect Microsoft Outlook and Salesforce, it's important to carefully analyze the cost of integration.

To help you better understand the pricing implications of using automation services for Microsoft Outlook and Salesforce integration, we have gathered and organized pricing information in the table below. This includes details on 100, 1K, 10K and 100K basic automations per month.

A basic automation is a scenario that comprises of a trigger and a single action. An example of this is automatically sending an email every time someone fills out a form.

Price for 100, 1K, 10K and 100K basic automations per month
Automation Platform
Volume: 100
Plan: Free

$0

Volume: 1K
Plan: Starter

$58.5

Volume: 10K
Plan: Professional

$193.5

Volume: 100K
Plan: Professional

$733.5

Volume: 100
Plan: Starter

$20

Volume: 1K
Plan: Starter

$20

Volume: 10K
Plan: Pro

$50

Volume: 100K
Plan:

Volume: 100
Plan: Starter

$29.99

Volume: 1K
Plan: Starter

$29.99

Volume: 10K
Plan: Professional

$49

Volume: 100K
Plan: Business

$299

Triggers and Actions supported by Microsoft Outlook and Salesforce

Integrating Microsoft Outlook and Salesforce involves identifying an automation that aligns with your business request.

Automations are workflows that link your applications to fully automate repetitive tasks. A Trigger serves as the initiating event of an Automation, while an Action denotes the event executed by the Automation.

We have gathered all available Triggers and Actions from diverse Workflow Automation Platforms so that you can evaluate integration possibilities and make an informed decision on integrating Microsoft Outlook with Salesforce.

Microsoft Outlook

When this happens

Select a Trigger

Salesforce

Do this

Select an Action

How to setup Microsoft Outlook and Salesforce integration

  • Step 1: Choose a Workflow Automation Service supported by Microsoft Outlook and Salesforce. Choose automation platform

    60 seconds

  • Step 2: Securely authenticate Microsoft Outlook and Salesforce on the chosen automation service before proceeding.

    60 seconds

  • Step 3: Select a Trigger for Microsoft Outlook that will initiate your automation flow. Explore Triggers

    15 seconds

  • Step 4: Select a resulting Action for Salesforce that will follow the Trigger event in your automation flow. Explore Actions

    15 seconds

  • Step 5: Set up the data exchange between Microsoft Outlook and Salesforce and configure the parameters to meet your requirements.

    120 seconds

  • Step 6: Complete your integration by testing and publishing it. You're all set!

Microsoft Outlook and Salesforce integration Diagram

Microsoft Outlook and Salesforce Integration
Microsoft Outlook + Salesforce Integration schema

Frequently Asked Questions

Does Microsoft Outlook integrate with Salesforce?

You can connect Microsoft Outlook and Salesforce automatically using no-code Workflow Automation Tool. Use Zapier, n8n.io or Integrately to link Microsoft Outlook and Salesforce.

Can you Integrate Microsoft Outlook and Salesforce for free?

Yes, you can use the free plan of Zapier or Integrately to connect Microsoft Outlook to Salesforce for free, albeit with some limitations. You can use open source workflow automation tool n8n.io to self-host your integration script between Microsoft Outlook and Salesforce.

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