How can I filter for specific follow-up flags?

DryMerge allows you to filter emails using specific criteria related to follow-up flags. Just specify the conditions, such as priority level or flag type, and DryMerge will manage the rest.

Can I use this with Gmail instead of Outlook?

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

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

This automation is popular among sales managers and account executives who need to ensure follow-up tasks are not missed and are efficiently tracked in Salesforce.

Home Contact Pricing Apps Blog

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.

When this happens...

Follow-up Email Flagged

Triggers when you mark an email with a follow-up flag.

automatically do this!

Create Follow-up Task

Creates a new task for follow-up in Salesforce.

Infinite possibilities

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

or pick a common variation below

Create Salesforce Cases from Outlook Emails

Microsoft Outlook + Salesforce

Details

Create Salesforce Tasks for Follow-Up Requests in Outlook

Microsoft Outlook + Salesforce

Details

Create Salesforce Tasks from Selected Outlook Emails

Microsoft Outlook + Salesforce

Details

Loved by people at 1000+ companies

How DryMerge works

DryMerge lets you automate work between apps with plain English. Here's how it works.

Create Salesforce tasks for Outlook emails marked as follow-up

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"

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

DryMerge creates workflows that connect your apps to automate repetitive tasks. Triggers are events that start automations, and actions are operations that DryMerge performs.

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