Microsoft Outlook + Salesforce

Save Outlook Email Attachments to Salesforce Contacts

Ensure that all email attachments you receive in Outlook are saved to the related contacts in Salesforce. This automation is perfect for sales and support teams who need to keep track of customer correspondence and ensure all documents are stored in a centralized location connected to the customer record.

outlook Logo

New Email Attachment

Triggers when an email with an attachment arrives in Outlook.

salesforce Logo

Save to Contact

Saves the attachment to the related contact in Salesforce.

How to use DryMerge

Ask for what you want.

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

Speech bubble

Save Outlook email attachments to Salesforce contacts

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.

Connect background

Sure! Connecting

Microsoft Outlook Logo + Salesforce Logo

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.

Microsoft Outlook Logo
Salesforce Logo

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Microsoft Outlook + Salesforce.

outlook Logo

Send Email

Sends an Outlook email

outlook Logo

Make Draft

Makes a draft in Outlook

outlook Logo

Forward Email

Forwards an Outlook email

outlook Logo

Create Calendar Event

Creates a new Outlook calendar event

outlook Logo

Update Calendar Event

Updates an existing Outlook calendar event

outlook Logo

Delete Calendar Event

Deletes an Outlook calendar event

outlook Logo

Search Calendar Events

Searches for Outlook calendar events within a specified time range

outlook Logo

List Labels

Lists all labels (categories) in Outlook

outlook Logo

List Folders

Lists all folders in Outlook

outlook Logo

Move Email to Folder

Moves an email to a specific folder in Outlook

outlook Logo

Add Category to Email

Adds a category to an email in Outlook

outlook Logo

Flag or Unflag Outlook Email

Flags or unflags an email in Outlook

App details

Microsoft Outlook Logo

Microsoft Outlook

Outlook is a personal information manager from Microsoft, primarily an email client. Automate email communication and manage calendar events.

Salesforce Logo

Salesforce

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

Related apps

Get Started with DryMerge

Sign up for a free trial and start automating today.