Salesforce + Microsoft Outlook Integrations
Put Salesforce + Microsoft Outlook to work with AI and enterprise-grade automation
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Workflows you can build between Salesforce and Microsoft Outlook
See the kind of workflows teams build with Salesforce and Microsoft Outlook below — describe the exact one you want above and the Agent builds it on demand.
Salesforce + Microsoft Outlook
When a field history tracking event occurs in Salesforce, log the update note in Microsoft Outlook.
Send welcome emails to newly created leads
When a new lead is created in Salesforce, automatically send an introductory email in Microsoft Outlook to jumpstart prospect engagement.
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Log contact activity when incoming emails arrive
When an email is received in Microsoft Outlook, automatically log activity in Salesforce to maintain a complete history of customer interactions.
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Update contact records when emails bounce
If an email bounced in Microsoft Outlook, automatically update the contact in Salesforce to flag invalid details and clean up your database.
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Browse the full workflow library →
Looking to achieve something else with Salesforce and Microsoft Outlook?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Salesforce and Microsoft Outlook
Everything Salesforce and Microsoft Outlook can do inside a workflow — the triggers that start one and the actions that run when it fires.
Salesforce Explore Salesforce →
Salesforce is a cloud-based customer relationship management software designed to streamline sales, service, and marketing processes across organizations.
TriggersTriggers when a new Attachment is added to a case.
Triggers when a new Contact is created.
Triggers when a field is updated on the object specified. It will output the old and new field values.
Triggers when an attachment, note, or content document is added or updated on any record of the specified Salesforce object.
Triggers when a new Lead is created.
Triggers when a new outbound message is received in Salesforce.
Adds an existing contact to an existing campaign.
Adds an existing file to an existing Record.
Adds an existing lead to an existing campaign.
Direct pass-through to custom Apex REST endpoints at /services/apexrest/... with minimal processing. Send exactly what your Apex class expects.
Adds an existing contact to an existing campaign.
Creates a new attachment (max 25MB).
Microsoft Outlook Explore Microsoft Outlook →
Microsoft Outlook is a personal information manager that integrates email, calendar, contact management, and task scheduling features.
TriggersTriggers at a specified time before an event in your calendar starts.
Triggers when an event is cancelled.
Triggers when an organizer cancels an event, for which the connected user is an attendee, on the selected calendar. In contrast to the instant Cancelled Calendar Event, this trigger also works with shared and delegated calendars.
Triggers when there is a new attachment.
Triggers when a new event is created in your calendar.
Triggers when a new contact is added to your account
Adds attendees to a calendar event.
Sets the categories applied to an email.
Adds a user to a distribution list or group. Only available in Microsoft 365 Business accounts that have organizational directories.
Create a duplicate of an email in a different folder.
Create an event in the calendar of your choice.
Creates a new contact.
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BigMailer
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Customer Stories
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Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Salesforce + Microsoft Outlook
Is there a pre-built Salesforce + Microsoft Outlook automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Salesforce and Microsoft Outlook's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Salesforce or Microsoft Outlook connector?
No. The Agent works whether or not Salesforce or Microsoft Outlook already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
What are the benefits of linking Salesforce and Microsoft Outlook?
Connecting them automates prospective buyer engagement, keeps communication histories updated in CRM records, and maintains list health when messages bounce.
Can incoming emails update sales deal notes?
Yes, receiving an email in Microsoft Outlook can automatically log activity against the matching contact or deal in Salesforce.