MarketplaceIntegrationsMicrosoft Outlook 365 + Salesforce
Microsoft Outlook 365 iconSalesforce icon

Accelerate Operations with Microsoft Outlook 365 and Salesforce Integrations

Refine your operations with the integration of Microsoft Outlook 365 and Salesforce with UiPath. By automating the extraction of lead data from Outlook emails, UiPath ensures a smooth transfer of information to Salesforce, reducing manual effort and minimizing errors. This powerful combination enhances collaboration, increases productivity and optimizes your business processes for sustained success. Experience the simplicity of unified workflows.

Integration Connectors

Connectors are used to integrate with third-party services. You can enable or disable connectors as needed.

Salesforce

A cloud-based CRM and sales platform used to manage opportunities, relationships, progress, and more. Automate parts of the sales cycle, from lead management to report generation.


Explore Studio Web templates

Quickly start in Studio Web as your Web based automation canvas and build and test Cross-platform automations across online apps and services.

TemplateAppsUsed in

Upload email attachments to OneDrive or SharePoint

Upload Outlook email attachments to OneDrive or SharePoint and move the email to a different folder.

Microsoft SharePointMicrosoft OneDriveMicrosoft Outlook 365664 automations

Upload Outlook email attachments to Google Drive

Upload Outlook email attachments to Google Drive and move the email to a different folder.

Google DriveMicrosoft Outlook 365<100 automations

Notify me on Slack when a new email is received in Outlook

Send a Slack message via Slackbot with the sender, subject, and a link to the email when an email is received in Outlook.

SlackMicrosoft Outlook 365<100 automations

Notify me on Slack when an Outlook event invitation is received

Send a message via Slackbot containing the organizer, the subject and event details when an event invitation is received in Outlook.

SlackMicrosoft Outlook 365<100 automations

Table Data Extraction for Sales Opportunities to Excel workbook

Take data from rpasamples.com/opportunities, write it to a new Microsoft Office 365 Excel workbook, and send the workbook to your Inbox via Gmail.

Microsoft OneDriveMicrosoft SharePointMicrosoft Outlook 365<100 automations

Share on Slack time spent in Outlook meetings last week

Calculate the total time spent in meetings last week using my Outlook calendar and share it with me on Slack via Slackbot.

SlackMicrosoft Outlook 365<100 automations

Notify Slack channel when a new lead is created in Salesforce

Send a Slack message to the team channel when a new lead is created in Salesforce.

SalesforceSlack<100 automations

Start from activities and triggers

Experience a quick start with Studio Web's activities and triggers to expedite your automation time-to-value.

Activity

Move Received Email

Activity

Upload Attachments to Destination

Activity

Move Email

Activity

Upload Files

Explore Studio Desktop listings

Tap into Studio's ecosystem for diverse activities, powering use cases from data extraction to IT automation, all within your desktop application.

ListingAppsDownloads

Salesforce Activities Extension Package

A set of 130 Activities and 5 wizards that allow you to do a very fast implementation for the Salesforce Lightning Platform.

Salesforce801

Salesforce Activity Pack

Accelerate automation of Salesforce applications with native activities powered by the Salesforce Lightning Platform REST API

Salesforce253

Connector for Sales Force Automation

A set of Activities for Japanese Clients, what make the Salesforce Sales Cloud automation to be stable, safe and fast.

214

Connector for Salesforce

Set of Custom Activities that integrates with Salesforce PROD & SANDBOX Instances.

Salesforce175

Connector for Salesforce Marketing Cloud

30 Activities and 3 wizards that allow you to do a very fast implementation for Salesforce Marketing Cloud. For this activity you have multiple movies on YouTube.

Salesforce<100

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Salesforce<100

Skcript - Salesforce Login Template

If you are trying to automate Salesforce, then this template will be very useful in automating Login part of Salesforce.

Salesforce<100

Streamline Salesforce Quotation Process

Update account details, register opportunity and contacts within second based on RFQ form you receive in Excel format

Salesforce<100

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