Microsoft Outlook + Salesforce

Update Salesforce task status when Outlook task is completed

Ensure your task management is seamless and accurate by automatically syncing completed tasks from Outlook to Salesforce. When you mark a task as completed in Outlook, this automation updates the corresponding task status in Salesforce, helping you keep your CRM data up-to-date without manual effort.

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Task Completed

Triggers when a task is marked completed in Outlook.

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Update Task Status

Updates the corresponding task status in Salesforce.

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Update Salesforce task status when Outlook task is completed"

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Update Salesforce task status when Outlook task is completed

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.

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