Microsoft Outlook + Salesforce
Sync Meeting Follow-ups from Outlook to Salesforce
Enhance your productivity by automatically logging follow-up tasks from Outlook meetings into Salesforce. This workflow ensures that no follow-up action is missed and keeps all your tasks organized under the related opportunity, making it easier to manage client relationships and next steps.
Meeting Concluded
Triggers when an Outlook meeting concludes.
Log Follow-up Tasks
Logs follow-up tasks in Salesforce under the related opportunity.
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How to use DryMerge
Ask for what you want.
Tell DryMerge what you want to automate using plain English. For example, "Sync meeting follow-ups from Outlook to Salesforce"
Sync meeting follow-ups from Outlook to Salesforce
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.
Sure! Connecting
+ 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
Our Capabilities
See what DryMerge can do with Salesforce + Microsoft Outlook.
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
Move Email to Folder
Moves an email to a specific folder in Outlook
Add Category to Email
Adds a category to an email in Outlook
Flag or Unflag Outlook Email
Flags or unflags an email in Outlook
App details
Microsoft Outlook
Outlook is a personal information manager from Microsoft, primarily an email client. Automate email communication and manage calendar events.
Salesforce
Salesforce is a leading customer relationship management (CRM) platform. Automate sales processes and manage customer data.
Related apps
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