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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.
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コネクタは、サードパーティのサービスとの連携に使用されます。必要に応じて有効化または無効化できます。
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.
Studio Web テンプレートを見る
Web ベースの自動化キャンバス「Studio Web」で、さまざまなオンライン アプリやサービスを自動化するクロスプラットフォーム オートメーションを構築・テストできます。
| テンプレート | アプリ | 使用中のオートメーション | ||
|---|---|---|---|---|
 | 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. |  | 437 オートメーション | |
| 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 オートメーション | |
| 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 オートメーション | |
| 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 オートメーション | |
| 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 オートメーション | |
| 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 オートメーション | |
| 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 オートメーション | |
| 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 オートメーション |
アクティビティやトリガーを使用する
Studio Web のアクティビティとトリガーを活用して素早く開始し、自動化のタイム トゥ バリューを短縮できます。
Move Email to a New Folder
Email Received containing a URL
Upload the downloaded file to OneDrive
Email Received containing a URL
デスクトップ版 Studio のコンポーネントを見る
Studio のエコシステムを活用して、多種多様なアクティビティを利用できます。データ抽出から IT オートメーションまで、幅広い自動化のユース ケースをデスクトップ アプリケーションから実現できます。
| コンポーネント | アプリ | ダウンロード数 | ||
|---|---|---|---|---|
 | Activities Pack for Salesforce Set of custom activities that integrates with Salesforce PROD & SANDBOX Instances. | | 35597 | |
| Salesforce Activities A set of activities for Japanese clients, which make Salesforce Sales Cloud automation to be stable, safe and fast. | | 11860 | |
| Salesforce Accelerate automation of Salesforce applications with native activities powered by the Salesforce Lightning Platform REST API. | 4736 | ||
| 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. | | 3721 | |
| 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. | | 2219 | |
| 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. | 223 | ||
| 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 |
コレクションを見てインスピレーションを得る
迷ったら、まずはキュレーションされたコレクションを見てみましょう。革新的な自動化プロジェクトへの足がかりとなるはずです。
Step into the world of effortless automation with UiPath Studio Web, your web-based automation canvas.
類似のアプリ
同じカテゴリ内のよく似たアプリケーションをチェックして、幅広い自動化の可能性を探りましょう。
