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.
- Pricing Options
- FreemiumFree Trial
- Starting From
- 30$/month
- Pricing Options
- FreemiumFree Trial
- Starting From
- 20€/month
- Pricing Options
- FreemiumFree Trial
- Starting From
- 30$/month
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.
Automation Platform | 100 | 1K | 10K | 100K |
---|---|---|---|---|
Volume: 100 Plan: Free $0 Volume: 1K Plan: Starter $58.5 Volume: 10K Plan: Professional $193.5 Volume: 100K Plan: Professional $733.5 | $0 Free | $58.5 Starter | $193.5 Professional | $733.5 Professional |
Volume: 100 Plan: Starter $20 Volume: 1K Plan: Starter $20 Volume: 10K Plan: Pro $50 Volume: 100K Plan: | $20 Starter | $20 Starter | $50 Pro | |
Volume: 100 Plan: Starter $29.99 Volume: 1K Plan: Starter $29.99 Volume: 10K Plan: Professional $49 Volume: 100K Plan: Business $299 | $29.99 Starter | $29.99 Starter | $49 Professional | $299 Business |
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.
When this happens
Select a Trigger
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
60 secondsStep 2: Securely authenticate Microsoft Outlook and Salesforce on the chosen automation service before proceeding.
60 seconds
60 secondsStep 3: Select a Trigger for Microsoft Outlook that will initiate your automation flow. Explore Triggers
15 seconds
15 secondsStep 4: Select a resulting Action for Salesforce that will follow the Trigger event in your automation flow. Explore Actions
15 seconds
15 secondsStep 5: Set up the data exchange between Microsoft Outlook and Salesforce and configure the parameters to meet your requirements.
120 seconds
120 secondsStep 6: Complete your integration by testing and publishing it. You're all set!
More integrations to Microsoft Outlook
Take a look at the list of additional well-known Microsoft Outlook integrations. Microsoft Outlook Integrations
More integrations to Salesforce
If you're looking for new ways to automate tasks with Salesforce, check out our list of other popular integrations. Salesforce Integrations
Microsoft Outlook and Salesforce integration Diagram
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.