How can I filter for specific follow-up request emails?

DryMerge allows you to filter emails based on keywords, sender, or subject line. Specify your criteria, and DryMerge will filter the emails accordingly.

Can I use this with Gmail instead of Outlook?

Yes, you can use this with Gmail instead of Outlook. Just describe the changes you need to make, and DryMerge will adjust the automation accordingly.

Are there any limitations in connecting Outlook to Salesforce?

DryMerge uses OAuth to connect to Outlook and Salesforce. Ensure that the bot has the necessary permissions to access your email and Salesforce accounts.

Which people use this automation? What do they use it for?

This automation is popular among sales teams who need to manage and track follow-up requests efficiently to ensure timely and effective completion.

Home Contact Pricing Apps Blog

Microsoft Outlook + Salesforce

Create Salesforce Tasks for Follow-Up Requests in Outlook

Sales teams can stay organized by creating follow-up tasks in Salesforce whenever they receive a follow-up request email in Outlook. This automation ensures all follow-up actions are recorded, assigned, and completed efficiently.

New Follow-Up Request

Triggers when you receive a follow-up request email in Outlook.

Create Follow-Up Task

Adds a task in Salesforce for the follow-up request.

See more Microsoft Outlook to Salesforce integrations or use AI to customize your automation.

or pick a common variation below

Create Salesforce Tasks from Selected Outlook Emails

Microsoft Outlook + Salesforce

Create Salesforce Tasks from Important Outlook Emails

Microsoft Outlook + Salesforce

Create Salesforce Tasks from Flagged Emails in Outlook

Microsoft Outlook + Salesforce

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create Salesforce tasks for follow-up requests in Outlook"

Create Salesforce tasks for follow-up requests in 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.

Related apps

Gmail

Email Client

Google Calendar

Calendar Events

HubSpot

CRM Platform

Zoho CRM

CRM Platform

Get Started with DryMerge

Home Contact Pricing Privacy Policy Terms of Service Limited Use