Try popular Microsoft Outlook Mail + Salesforce automations

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Generate
draft email in Microsoft Outlook with post call action items from Zoom meetings
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Qualify
LinkedIn commenters and save contacts to Salesforce
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Generate
lead digests of participants prior to a Google Calendar event and send an email via Microsoft Outlook
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Export
Leads from LinkedIn Company Search to Salesforce
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Qualify
and create Salesforce lead when email is received
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Export
a GitHub profile as a Salesforce Contact
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Create
a new account profile in Salesforce from a company’s website
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Get
social profiles and information of all participants of a meeting and save to Salesforce
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Send
an email reminder from Microsoft Outlook to everyone before the meeting starts
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Send
an email from Outlook to all participants of the next meeting about running late
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Classify
past emails in Outlook as wanted or unwanted and save to Google Sheets
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Send
an email reminder from Outlook to all participants of a given Google calendar event
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Create
a sales outreach email draft in Outlook for the currently opened LinkedIn profile
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Create
a recruiting email draft from a LinkedIn profile page in Microsoft Outlook
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Create
a sales outreach email in Outlook based on a YouTube video transcript
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Create
a personalized sales outreach email in Microsoft Outlook from a LinkedIn post
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Create
a job application email draft in Microsoft Outlook from the currently opened LinkedIn job post
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Enrich
contact information in a Google Sheet and create or update Salesforce contacts
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Qualify
a lead from Salesforce and create a Salesforce contact
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Qualify
LinkedIn Companies and Save to Salesforce
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Copy
all Salesforce opportunities to Coda
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Copy
all Salesforce opportunities to Notion
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Copy
all Salesforce opportunities to Airtable
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Copy
all Salesforce opportunities to Google Sheets
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Copy
all Salesforce accounts to Notion
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Copy
all Salesforce Contacts to Coda
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Copy
all Salesforce accounts to Coda
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Copy
all Salesforce accounts to Airtable
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Copy
all Salesforce accounts to Google Sheets
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Enrich
and update a Salesforce lead's record with new information
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Create
a draft email in Gmail for a Salesforce contact using OpenAI
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Enrich
and update a Salesforce contact's record with new information

How to integrate Microsoft Outlook Mail + Salesforce

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Step 1
Install Bardeen extension from Chrome Web Store.
Find a Bardeen Automation Icon
Step 2
Find a pre-built automation.
OR
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Step 2
Let AI build the automation for you.
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Step 3
Run your automation.
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That’s it! More time to work on other things.
Bardeen Extension Window
Bardeen Builder Flow
Salesforce
Microsoft Outlook Mail
Salesforce
Microsoft Outlook Mail

Build your own Microsoft Outlook Mail + Salesforce workflow in no time with AI

Everyone’s workflow is unique. Build an automation in minutes with a few line of text.

Learn more

Integration tips for Microsoft Outlook Mail + Salesforce

Loved by over 300k users

"This playbook saves me at least 1-2 hours everyday. It normally takes me 60-90 mins to copy-paste 20 new jobs and the accompanying information each day. This playbook will do it in about 5 minutes. Absolute game changer!"
Bardeen saves me at least 2-3 hours every day. Manually collecting and analyzing data on hotel locations and prices across various countries used to take me several hours. Now, with Bardeen, I can gather and process the same amount of data in just about 30 minutes. It's an absolute game-changer for my research workflow!
Bardeen saves me 3 hours per week and is a complete game changer! Now, I am able to automate the copy-pasting of founders and investors from LinkedIn to my Google Sheets. Thanks to Bardeen, I am more productive using LinkedIn for outreach.

Available actions & triggers

Update Salesforce contact
Action
Get Salesforce opportunity
Action
Get Salesforce account
Action
Create Salesforce lead
Action
Find emails in Microsoft Outlook
Action
Create Salesforce contact
Action

Learn more about the apps

Integrate any app with Microsoft Outlook Mail + Salesforce

Affinity Airtable Amazon Apollo.io Appsumo Asana Bardeen Capterra Clearbit ClickUp Clutch Coda Craigslist Crunchbase DeepL Dropbox eBay Eventbrite Facebook Fiverr FlexJobs Github Glassdoor Google Calendar Google Docs Google Drive Google Jobs Google Mail Google Maps Google Meet Google News Google Search Google Sheets Google Translate Google Travel Google Trends HubSpot Indeed Instagram Jira LinkedIn Meetup Microsoft Excel Microsoft OneDrive Microsoft Outlook Calendar Microsoft Teams Miro Monster.com Notion OpenAI Pipedrive Product Hunt Realtor.com Reddit Redfin Remote OK SEEK Slack SmartSuite SMS Snov.io Telegram ThemeForest TikTok Trello Twitter Upwork Webex WhatsApp WordPress Yelp YouTube Zapier Zillow Zoom

Frequently asked questions

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Actions & Triggers

Bardeen provides two types of automations called Playbooks and Autobooks.

Playbooks are automations that you launch manually. And Autobooks are the automations that get triggered automatically when something happens or on a specific date / time.

All automations are just a series of actions connected to each other.
Triggers tell the automation when it has to start the series of actions.
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