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Microsoft Outlook + Salesforce

Create Salesforce Tasks from Flagged Emails in Outlook

Streamline your workflow by automatically creating tasks in Salesforce for flagged emails in Outlook. This helps ensure that important emails are tracked and followed up within Salesforce, improving team collaboration and response times.

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Flagged Email Received

Triggers when an email is flagged in Outlook.

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Create Salesforce Task

Adds a new task to Salesforce for the flagged email.

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

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or pick a common variation below

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Create Salesforce Cases for Flagged Client Emails in Outlook

Microsoft Outlook + Salesforce

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Create Salesforce Cases for Urgent Emails in Outlook

Microsoft Outlook + Salesforce

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Create Salesforce Tasks for Emails from Key Clients in Outlook

Microsoft Outlook + Salesforce

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How DryMerge works

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

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Create Salesforce tasks from flagged emails in Outlook

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create Salesforce tasks from flagged emails in Outlook"

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Sure! Connecting

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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.

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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

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Send Email

Sends an Outlook email

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Make Draft

Makes a draft in Outlook

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Forward Email

Forwards an Outlook email

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Create Calendar Event

Creates a new Outlook calendar event

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Update Calendar Event

Updates an existing Outlook calendar event

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Delete Calendar Event

Deletes an Outlook calendar event

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Search Calendar Events

Searches for Outlook calendar events within a specified time range

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List Labels

Lists all labels (categories) in Outlook

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List Folders

Lists all folders in Outlook

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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.

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About Salesforce

Salesforce is a leading customer relationship management (CRM) platform. Automate sales processes and manage customer data.

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