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.
When this happens...
New Email Attachment
Triggers when an email with an attachment arrives in Outlook.
automatically do this!
Save to Contact
Saves the attachment to the related contact in Salesforce.
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How DryMerge works
DryMerge lets you automate work between apps with plain English. Here's how it works.
Save Outlook email attachments to Salesforce contacts
Ask for what you want.
Tell DryMerge what you want to automate using plain English. For example, "Save Outlook email attachments to Salesforce contacts"
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
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
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 Microsoft Outlook
Outlook is a personal information manager from Microsoft, primarily an email client. Automate email communication and manage calendar events.
Similar apps
About Salesforce
Salesforce is a leading customer relationship management (CRM) platform. Automate sales processes and manage customer data.
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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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