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.
When this happens...
New Follow-Up Request
Triggers when you receive a follow-up request email in Outlook.
automatically do this!
Create Follow-Up Task
Adds a task in Salesforce for the follow-up request.
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How DryMerge works
DryMerge lets you automate work between apps with plain English. Here's how it works.
Create Salesforce tasks for follow-up requests in Outlook
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"
Sure! Connecting
+ 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.
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
Supported triggers and actions
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
About Microsoft Outlook
Outlook is a personal information manager from Microsoft, primarily an email client. Automate email communication and manage calendar events.
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About Microsoft Outlook
Outlook is a personal information manager from Microsoft, primarily an email client. Automate email communication and manage calendar events.
Similar apps
About Salesforce
Salesforce is a leading customer relationship management (CRM) platform. Automate sales processes and manage customer data.
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About Salesforce
Salesforce is a leading customer relationship management (CRM) platform. Automate sales processes and manage customer data.
Similar apps
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