Microsoft Outlook + Salesforce
Create Salesforce Tasks for Outlook Emails Marked as Follow-up
This automation aids sales managers by creating tasks in Salesforce whenever an email marked with a follow-up flag is received in Outlook. This process ensures critical follow-up tasks are seamlessly tracked and never overlooked, streamlining your workflow and enhancing task management.
Follow-up Email Flagged
Triggers when you mark an email with a follow-up flag.
Create Follow-up Task
Creates a new task for follow-up in Salesforce.
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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 tasks for Outlook emails marked as follow-up"
Create Salesforce tasks for Outlook emails marked as follow-up
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 Salesforce + Microsoft Outlook.
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
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