Microsoft Outlook + Salesforce

Save Important Outlook Email Attachments to Salesforce Cases

Ensure all critical documents are organized and accessible by automatically saving important email attachments received in Outlook to the related case in Salesforce. This keeps all case-related documents in one place for easy access and management.

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New Important Email

Triggers when an important email with an attachment is received in Outlook.

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Save Attachment to Case

Saves the email attachment to the corresponding Salesforce case.

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Save important Outlook email attachments to Salesforce cases"

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Save important Outlook email attachments to Salesforce cases

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.

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Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Salesforce + Microsoft Outlook.

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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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Move Email to Folder

Moves an email to a specific folder in Outlook

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Add Category to Email

Adds a category to an email in Outlook

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Flag or Unflag Outlook Email

Flags or unflags an email in Outlook

App details

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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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Salesforce

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

Related apps

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