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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.
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.
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 | ||
|---|---|---|---|---|
 | Forward Outlook emails to another account and move folders When a new Outlook email is received, forward it to another account and move it to a different folder. |  | 165 automations | |
| Customer onboarding with Salesforce and ServiceNow using OpenAI When an opportunity is won in Salesforce, create an onboarding ticket in ServiceNow and inform the team over Slack. |    | <100 automations | |
| Download files from a new email containing web URLs and upload them to OneDrive Download files based on URLs found in an Outlook email and upload the target file to a specified OneDrive location. |  | <100 automations | |
| Log Outlook emails to an Excel workbook Use Excel to track everything sent to your Outlook inbox. The workbook will be structured with columns Subject, Sender, Received Date and Body Preview. |  | <100 automations | |
| Customer onboarding with Salesforce and ServiceNow using Azure OpenAI When an opportunity is won in Salesforce, create an onboarding ticket in ServiceNow and inform the team over Slack with a summary generated in Azure OpenAI. | | <100 automations | |
| Create Holidays Calendar Events from Excel Create a holiday calendar from an Excel file. If the file is not found, a template is created. |  | <100 automations | |
| Send an SMS message via Twilio when a new Lead is created in Salesforce Send an AI generated SMS message via Twilio to a new Lead when it's created in Salesforce. |   | <100 automations | |
| Extract new lead information from an Outlook email and add it in Salesforce When receiving an email on Outlook containing information about a lead, extract the relevant data and create a new Salesforce entry. | | <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 Email to a New Folder
Email Received containing a URL
Upload the downloaded file to OneDrive
Email Received containing a URL
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 | ||
|---|---|---|---|---|
 | Activities Pack for Salesforce Set of custom activities that integrates with Salesforce PROD & SANDBOX Instances. | | 35594 | |
| Salesforce Activities A set of activities for Japanese clients, which make Salesforce Sales Cloud automation to be stable, safe and fast. | | 11857 | |
| Salesforce Accelerate automation of Salesforce applications with native activities powered by the Salesforce Lightning Platform REST API. | | 4714 | |
| 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. | | 3715 | |
| Salesforce Marketing Cloud Activities 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. | | 2218 | |
| UiPath Mail Activities The Mail Activities package is designed to facilitate the automation of mail-related tasks. Activities are available for different protocols and applications. | 119 | ||
| Salesforce UIAutomation for Citizen Developers This package includes a set of activities that interact with the Lightning User Interface of Salesforce. The activities included in the package are meant to be used by Citizen Developers. | | <100 | |
| Export and Import Contacts in Salesforce This activity facilitates the upload of large numbers of contacts from input files to Salesforce as well as the retrieval of contacts from Salesforce using SOQL queries. | | <100 |
Explore Collections to get inspired
Don't know where to start from? Dive into our curated collections. They're your stepping stones to innovative automation projects.
Step into the world of effortless automation with UiPath Studio Web, your web-based automation canvas.
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