MarketplaceIntegrationsMicrosoft Outlook 365 + Salesforce
Salesforce iconMicrosoft Outlook 365 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.

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.

TemplateAppsUsed 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.

Microsoft Outlook 365150 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.

ServiceNowSalesforceSlack<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.

Microsoft OneDriveMicrosoft Outlook 365<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.

Microsoft OneDriveMicrosoft SharePointMicrosoft Outlook 365<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.

ServiceNowSalesforceSlack<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.

Microsoft OneDriveMicrosoft ExcelMicrosoft Outlook 365<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.

TwilioSalesforceOpenAI<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.

SalesforceMicrosoft Outlook 365<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 Email to a New Folder

Activity

Email Received containing a URL

Activity

Upload the downloaded file to OneDrive

Activity

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.

ListingAppsDownloads

Activities Pack for Salesforce

Set of custom activities that integrates with Salesforce PROD & SANDBOX Instances.

Salesforce35594

Salesforce Activities

A set of activities for Japanese clients, which make Salesforce Sales Cloud automation to be stable, safe and fast.

Salesforce11857

Salesforce

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

Salesforce4713

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.

Salesforce3714

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.

Salesforce2218

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.

114

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.

Salesforce<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.

SalesforceMicrosoft Excel<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.

Studio Web Templates

Step into the world of effortless automation with UiPath Studio Web, your web-based automation canvas.


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