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.
Microsoft Outlook 365
A cloud-based version of Microsoft's email, calendar, and contact management program. Automate repetitive or time-intensive tasks like email sorting/funneling, report generation, and event creation. (.NET 5.0)
Salesforce
Salesforce is a cloud-based CRM and sales platform used to manage opportunities, relationships, progress, and more.
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 | ||
---|---|---|---|---|
Forward Outlook emails to another account and move folders | 150 automations | |||
Customer onboarding with Salesforce and ServiceNow using OpenAI | <100 automations | |||
Download files from a new email containing web URLs and upload them to OneDrive | <100 automations | |||
Log Outlook emails to an Excel workbook | <100 automations | |||
Customer onboarding with Salesforce and ServiceNow using Azure OpenAI | <100 automations | |||
Create Holidays Calendar Events from Excel | <100 automations | |||
Send an SMS message via Twilio when a new Lead is created in Salesforce | <100 automations | |||
Extract new lead information from an Outlook email and add it 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.
Don't know where to start from? Dive into our curated collections. They're your stepping stones to innovative automation projects.
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