Salesforce + Outlook Integrations
Relay.app provides seamless integration between popular SaaS applications, allowing you to automate and streamline your workflows. One powerful integration is between Salesforce and Outlook, enabling you to effortlessly connect the two apps.
arrow_forwardSend an email via Outlook for a newly added record on Salesforce
Relay.app is an automation tool that lets you automate actions across Salesforce, Outlook and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Outlook “Send email” action for each Salesforce “Record added” event.
arrow_forwardCreate a new record in Salesforce for a newly received Outlook email
Relay.app is an automation tool that lets you automate actions across Salesforce, Outlook and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Salesforce “Create record” action for each Outlook “Email received” event.
arrow_forwardAutomatically forward email in Outlook for each opportunity stage reached in Salesforce
arrow_forwardCreate record automatically in Salesforce for each email received in Outlook
arrow_forwardMark email as read automatically in Outlook for each opportunity stage changed in Salesforce
Create your own Salesforce + Outlook integration
Connect Salesforce to Outlook
Select a trigger in Salesforce
Select an action in Outlook
Or, connect Outlook to Salesforce
Select a trigger in Outlook
Select an action in Salesforce
Ready to start connecting Salesforce and Outlook?
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