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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.
| Template | Apps | Used in | ||
|---|---|---|---|---|
 | Upload email attachments to OneDrive or SharePoint Upload Outlook email attachments to OneDrive or SharePoint and move the email to a different folder. |   | 727 automations | |
| Upload Outlook email attachments to Google Drive Upload Outlook email attachments to Google Drive and move the email to a different folder. |  | <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. |  | <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. | | <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. | | <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. |  | <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. | | <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.
Move Received Email
Upload Attachments to Destination
Move Email
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.
| Listing | Apps | Downloads | ||
|---|---|---|---|---|
 | 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. | | 801 | |
| Salesforce Activity Pack Accelerate automation of Salesforce applications with native activities powered by the Salesforce Lightning Platform REST API | | 253 | |
| 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. | | 175 | |
| 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. | | <100 | |
| external link gg | | <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. | | <100 | |
 | Streamline Salesforce Quotation Process Update account details, register opportunity and contacts within second based on RFQ form you receive in Excel format | | <100 |
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