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.
Quickly start in Studio Web as your Web based automation canvas and build and test Cross-platform automations across online apps and services.
Template | Apps | Used in | ||
---|---|---|---|---|
Upload email attachments to OneDrive or SharePoint | 664 automations | |||
Upload Outlook email attachments to Google Drive | <100 automations | |||
Notify me on Slack when a new email is received in Outlook | <100 automations | |||
Notify me on Slack when an Outlook event invitation is received | <100 automations | |||
Table Data Extraction for Sales Opportunities to Excel workbook | <100 automations | |||
Share on Slack time spent in Outlook meetings last week | <100 automations | |||
Notify Slack channel when a new lead is created in Salesforce | <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.
Tap into Studio's ecosystem for diverse activities, powering use cases from data extraction to IT automation, all within your desktop application.
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