How to connect Salesforce and Microsoft Outlook
Salesforce and Microsoft Outlook integration is available through workflow automation tools – Zapier, n8n.io or Integrately. With the combination of 89 Salesforce triggers and 29 Microsoft Outlook actions, you can create thousands of integration workflows to automate your work.
Popular Workflows for Salesforce and Microsoft Outlook Integration
Salesforce and Microsoft Outlook are two powerful tools that can be integrated to create a wide range of workflows and automate repetitive tasks. Here is the list of some popular workflows that are covered by Salesforce and Microsoft Outlook 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 Salesforce and Microsoft Outlook
If you're looking to automate tasks between Salesforce and Microsoft Outlook but don't have coding experience, these workflow automation platforms offer a simple solution. Check out this list of no-code platforms that enable streamlined workflows tailored to your business needs.
- 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
Salesforce and Microsoft Outlook Integration Price
If you have decided to use a workflow automation tool to connect Salesforce and Microsoft Outlook, it's important to carefully analyze the cost of integration.
We have gathered and organized pricing information for automation services that support Salesforce and Microsoft Outlook integration. Refer to the table below for details on pricing based on 100, 1K, 10K and 100K basic automations per month.
A basic automation is a scenario, which includes a trigger and a single action. An example of simple automation is: every time form is filled send an email.
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 Salesforce and Microsoft Outlook
Integrating Salesforce and Microsoft Outlook 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 carefully collected all the available Triggers and Actions from different Workflow Automation Platforms so that you can evaluate the integration possibilities and make an informed decision on how to integrate Salesforce and Microsoft Outlook.
When this happens
Select a Trigger
Do this
Select an Action
How to setup Salesforce and Microsoft Outlook integration
Step 1: Choose a Workflow Automation Service supported by Salesforce and Microsoft Outlook. Choose automation platform
60 seconds
60 secondsStep 2: Securely authenticate Salesforce and Microsoft Outlook on the chosen automation service before proceeding.
60 seconds
60 secondsStep 3: Choose a Trigger for Salesforce, which will start your automation scenario. Explore Triggers
15 seconds
15 secondsStep 4: Choose a resulting Action for Microsoft Outlook. Explore Actions
15 seconds
15 secondsStep 5: Specify the data that will be exchanged between Salesforce and Microsoft Outlook by configuring the appropriate settings.
120 seconds
120 secondsStep 6: Finalize your integration by testing and publishing it. Voila! Sit back and enjoy the no-code automation.
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
More integrations to Microsoft Outlook
Take a look at the list of additional well-known Microsoft Outlook integrations. Microsoft Outlook Integrations
Salesforce and Microsoft Outlook integration Diagram
Frequently Asked Questions
Does Salesforce integrate with Microsoft Outlook?
- You can connect Salesforce and Microsoft Outlook automatically using no-code Workflow Automation Tool. Use Zapier, n8n.io or Integrately to link Salesforce and Microsoft Outlook.
Can you Integrate Salesforce and Microsoft Outlook for free?
- Yes, you can use the free plan of Zapier or Integrately to connect Salesforce to Microsoft Outlook for free, albeit with some limitations. You can use open source workflow automation tool n8n.io to self-host your integration script between Salesforce and Microsoft Outlook.