Microsoft Outlook + Salesforce
Create Salesforce Records for Important Flagged Emails from Outlook
Ensure crucial communications are appropriately tracked by creating records in Salesforce whenever an email is flagged as important in Outlook. This automation is perfect for sales teams and customer support representatives who need to keep a detailed history of significant interactions without manual data entry.
Email Flagged Important
Triggers when you flag an email as important in Outlook.
Create Salesforce Record
Creates Salesforce record with email content.
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How to use DryMerge
Ask for what you want.
Tell DryMerge what you want to automate using plain English. For example, "Create Salesforce records for important flagged emails from Outlook"
Create Salesforce records for important flagged emails from Outlook
DryMerge figures out the details.
Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.
Sure! Connecting
+ Your workflow is ready to go!
Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.
Frequently Asked Questions
Our Capabilities
See what DryMerge can do with Microsoft Outlook + Salesforce.
Send Email
Sends an Outlook email
Make Draft
Makes a draft in Outlook
Forward Email
Forwards an Outlook email
Create Calendar Event
Creates a new Outlook calendar event
Update Calendar Event
Updates an existing Outlook calendar event
Delete Calendar Event
Deletes an Outlook calendar event
Search Calendar Events
Searches for Outlook calendar events within a specified time range
List Labels
Lists all labels (categories) in Outlook
List Folders
Lists all folders in Outlook
Move Email to Folder
Moves an email to a specific folder in Outlook
Add Category to Email
Adds a category to an email in Outlook
Flag or Unflag Outlook Email
Flags or unflags an email in Outlook
App details
Microsoft Outlook
Outlook is a personal information manager from Microsoft, primarily an email client. Automate email communication and manage calendar events.
Salesforce
Salesforce is a leading customer relationship management (CRM) platform. Automate sales processes and manage customer data.
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