Integrationsarrow_forwardSalesforce Integrationsarrow_forward

Salesforce + Outlook Mail Integrations

Connect for free

On this page

Connect Salesforce to Outlook Mail
Example screenshots
Example workflows
Triggers and actions
Salesforce + your other apps
Outlook Mail + your other apps
Related blog posts
FAQ

Salesforce + Outlook Mail integrations: unlimited possibilities

Salesforce > Outlook Mail

Trigger

Last triggered

Opportunity stage reached

Forward email

Connect Salesforce to Outlook Mail

Overview

Connect Salesforce to Outlook Mail in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between Salesforce, Outlook Mail, and many other popular SaaS applications.

Check below for example workflows using Salesforce and Outlook Mail, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.

Built by the folks who led Gmail and Google Calendar, Relay.app is an automation tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

See all of Relay.app's features

Screenshots of Salesforce and Outlook Mail integrations in Relay.app

Use Relay.app's Salesforce integrations to trigger actions across your apps

Preview of Use any of these Salesfoce actions in your Relay.app workflows.

Preview of Use Relay.app's Outlook Mail integrations to trigger actions across your apps

Preview of Use any of these Outlook Mail actions in your Relay.app workflows.

Use Relay.app's Salesforce integrations to trigger actions across your apps

Use any of these Salesfoce actions in your Relay.app workflows.

Use Relay.app's Outlook Mail integrations to trigger actions across your apps

Use any of these Outlook Mail actions in your Relay.app workflows.

Example Salesforce + Outlook Mail workflows

arrow_forward

Send an email via Outlook for a newly added record on Salesforce

Relay.app is an automation tool that lets you automate actions across Salesforce, Outlook and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Outlook “Send email” action for each Salesforce “Record added” event.

Try it

arrow_forward

Create a new record in Salesforce for a newly received Outlook email

Relay.app is an automation tool that lets you automate actions across Salesforce, Outlook and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Salesforce “Create record” action for each Outlook “Email received” event.

Try it

arrow_forward

Automatically forward email in Outlook Mail for each opportunity stage reached in Salesforce

Try it

arrow_forward

Create record automatically in Salesforce for each email received in Outlook Mail

Try it

arrow_forward

Mark email as read automatically in Outlook Mail for each opportunity stage changed in Salesforce

Try it

Salesforce Triggers

Opportunity

edit_square

Opportunity stage changed

edit_square

Opportunity stage reached

Record

add

New record added

edit

Record changed

target

Record first meets conditions

Outlook Mail Actions

Draft

drafts

Create draft

draft

Create draft reply

send

Send draft

Find email(s)

forward_to_inbox

Forward email

mark_email_read

Mark email as read

drive_file_move

Move mail to folder

reply_all

Reply to all

send

Send email

schedule

Wait for reply

Outlook Mail Triggers

mark_email_unread

Email received

Salesforce Actions

Record

attach_file

Attach file to record

add

Create or update record

add

Create record

Find record(s)

edit

Update record

Create your own Salesforce + Outlook Mail integration

Select a trigger in Salesforce

Select an action in Outlook Mail

Create your workflow

Or automate Outlook Mail + Salesforce

Select a trigger in Outlook Mail

Select an action in Salesforce

Create your workflow

Connect Salesforce to your other apps

Or connect Outlook Mail to your other apps

See all blog posts ➔

App Recommendations

The complete guide to workflow automation

Transform your team's productivity. Discover how workflow automation can help you streamline tasks, save time, and focus on what truly matters.

Whitney Hazard

Feb 17, 2024

FAQ

What is Relay.app?
link
Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.
How do I connect Salesforce to Outlook Mail with Relay.app?
link
1. Create a free Relay.app account
2. Set a trigger in Salesforce or Outlook Mail to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize Salesforce and Outlook Mail to connect to Relay.app
5. Turn on your workflow and start getting more done with less manual work
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Make.com alternative for connecting Salesforce to Outlook Mail?
link
Yes. Make is a powerful automation platform with a visual scenario editor. But if you’re looking for a way to connect Salesforce to Outlook Mail that combines ease of use with the ability to integrate AI and human decision making seamlessly into your workflow, along with exceptional support, Relay.app is the go-to automation tool for your business.
For more info check out our article comparing Relay.app to Make or our comparison of Make alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate Salesforce and Outlook Mail—give it a try and let us know what you think.

See why people love Relay.app

Salama💯

@SalamaErgossum

Just ran my first automation workflow with @relay !

I wanted to send newsletters from Outlook to Notion, and it was so easy I almost cried—after struggling and giving up with other tools like Make.

Huge thanks to @relay for empowering non-tech folks like me!

Marco Elizalde

@marcoETmx

I discovered @relay and it is incredible

Peter Jauhal

via email

Relay is a fantastic app. I keep finding new uses for it everyday. I am not a programmer but I can make some really complicated work flows work pretty quickly.

Lucas Grey

@ImLucasGrey

Falling in love with @relay. Tried make and zapier and this uiux worked the simplest. It gets the job done.

Automated our waitlist collection and replying process.
Used gpt in the workflow to parse the replies to our waitlist email qtns & saved them into our notion database.

Rafa

@rafanocode

I truly appreciate how @relay presents testing info. You can easily see what you are testing, and the messages are very clear if there's an error.

They are definitely creating a fantastic tool!

Screenshot showing how to test a step in an automated workflow in Relay.app

Duke Dao

@dummy_coder

.@relay is just straight out awesome. Give it a try

Benjamin Borowski👨‍🚒

@typeoneerror

Relay's "human in the loop" model is super effective for teams. Not only is this the best designed UI for automation building on the market, they've really thought about how not everything can be automated. Fantastic for building operationalized SOPs.