Microsoft Outlook and Salesforce integration + automation

Microsoft Outlook and Salesforce integrations couldn’t be easier with the Tray Platform’s robust Microsoft Outlook and Salesforce connectors, which can connect to any service without the need for separate integration tools.

Microsoft Outlook
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Integrations

Integrate Salesforce + Outlook seamlessly

Keep your CRM and email data in sync by rapidly standing up Salesforce + Microsoft Outlook 365 integrations on the low-code Tray Platform. You can use our 100% visual, drag-and-drop builder to bi-directionally sync Salesforce + Outlook with any data source, without relying on IT support.

Need Salesforce + Outlook connectors to sync email records and event schedules across your sales and communication tools? Any business user can use our low-code interface to connect Salesforce + Outlook with email, webhooks, FTP, flat files (such as CSVs), and any cloud-based tool (even using data within custom fields). Connect your entire tech stack to maximize your sales process efficiency.

Focus on winning and retaining high-value customers with powerful, multi-step Salesforce + Outlook automation. You can design your own automated workflows that update schedules across your tools, centralize important emails and records, and drive personalized, meaningful communication.

Microsoft Outlook and Salesforce Connector Details

Microsoft Outlook

Microsoft Outlook

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UsesAll
CategoryCollaboration
Connector TypeTray Connector
Operations
Raw HTTP request (advanced)Send mail
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Salesforce

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UsesSales, Marketing
CategoryCustomer Relationship Management (CRM), AI/ML
Triggers
On Apex trigger (advanced)On Custom Workflow Formula (advanced)On Outbound Message (Advanced)On Record CreateOn Record Create or UpdateOn Record Field ChangeOn Record Multiple Fields ChangeOn Record Update
Connector TypeTray Connector
Operations
Batch create recordsBatch delete recordsBatch update recordsDelete custom fieldBulk update recordsBulk upsert recordsDelete query jobConvert LeadCount recordsCreate amendment quoteCreate custom fieldCreate query joband 27 more...
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By connecting our growth stack, we personalized messaging at scale for hundreds of thousands of customers and doubled our engagement rates.

Senior Director Growth, New Relic
New Relic

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