Microsoft Outlook and Salesforce integration
How to connect Microsoft Outlook and Salesforce
Create a new workflow and add the first step
In n8n, click the "Add workflow" button in the Workflows tab to create a new workflow. Add the starting point – a trigger on when your workflow should run: an app event, a schedule, a webhook call, another workflow, an AI chat, or a manual trigger. Sometimes, the HTTP Request node might already serve as your starting point.
Popular ways to use the Microsoft Outlook and Salesforce integration
Build your own Microsoft Outlook and Salesforce integration
Create custom Microsoft Outlook and Salesforce workflows by choosing triggers and actions. Nodes come with global operations and settings, as well as app-specific parameters that can be configured. You can also use the HTTP Request node to query data from any app or service with a REST API.
Microsoft Outlook supported actions
Create
Create a new calendar
Delete
Delete a calendar
Get
Retrieve a calendar
Get Many
List and search calendars
Update
Update a calendar
Create
Create a new contact
Delete
Delete a contact
Get
Retrieve a contact
Get Many
List and search contacts
Update
Update a contact
Create
Create a new email draft
Delete
Delete an email draft
Get
Retrieve an email draft
Send
Send an existing email draft
Update
Update an email draft
Create
Create a new event
Delete
Delete an event
Get
Retrieve an event
Get Many
List and search events
Update
Update an event
Create
Create a mail folder in the root folder of the user's mailbox
Delete
Delete a folder
Get
Retrieve a folder
Get Many
Get many folders
Update
Update a folder
Get Many
Retrieves the messages in a folder
Delete
Delete a message
Get
Retrieve a single message
Get Many
List and search messages
Move
Move a message to a folder
Reply
Create a reply to a message
Send
Send a message
Send and Wait for Response
Send a message and wait for response
Update
Update a message
Add
Add an attachment to a message
Download
Download an attachment from a message
Get
Retrieve information about an attachment of a message
Get Many
Retrieve information about the attachments of a message
Salesforce supported actions
Add Note
Add note to an account
Create
Create an account
Create or Update
Create a new account, or update the current one if it already exists (upsert)
Delete
Delete an account
Get
Get an account
Get Many
Get many accounts
Get Summary
Returns an overview of account's metadata
Update
Update an account
Create
Create a attachment
Delete
Delete a attachment
Get
Get a attachment
Get Many
Get many attachments
Get Summary
Returns an overview of attachment's metadata
Update
Update a attachment
Add Comment
Add a comment to a case
Create
Create a case
Delete
Delete a case
Get
Get a case
Get Many
Get many cases
Get Summary
Returns an overview of case's metadata
Update
Update a case
Add Contact To Campaign
Add contact to a campaign
Add Note
Add note to a contact
Create
Create a contact
Create or Update
Create a new contact, or update the current one if it already exists (upsert)
Delete
Delete a contact
Get
Get a contact
Get Many
Get many contacts
Get Summary
Returns an overview of contact's metadata
Update
Update a contact
Create
Create a custom object record
Create or Update
Create a new record, or update the current one if it already exists (upsert)
Delete
Delete a custom object record
Get
Get a custom object record
Get Many
Get many custom object records
Update
Update a custom object record
Upload
Upload a document
Get Many
Get many flows
Invoke
Invoke a flow
Add Lead To Campaign
Add lead to a campaign
Add Note
Add note to a lead
Create
Create a lead
Create or Update
Create a new lead, or update the current one if it already exists (upsert)
Delete
Delete a lead
Get
Get a lead
Get Many
Get many leads
Get Summary
Returns an overview of Lead's metadata
Update
Update a lead
Add Note
Add note to an opportunity
Create
Create an opportunity
Create or Update
Create a new opportunity, or update the current one if it already exists (upsert)
Delete
Delete an opportunity
Get
Get an opportunity
Get Many
Get many opportunities
Get Summary
Returns an overview of opportunity's metadata
Update
Update an opportunity
Query
Execute a SOQL query that returns all the results in a single response
Create
Create a task
Delete
Delete a task
Get
Get a task
Get Many
Get many tasks
Get Summary
Returns an overview of task's metadata
Update
Update a task
Get
Get a user
Get Many
Get many users
Microsoft Outlook and Salesforce integration details
Microsoft Outlook
Microsoft Outlook is a professional email service offered by Microsoft. It serves as an information manager, calendar, task manager, note-taker, and much more. It is widely used by individuals and businesses across the world.
Microsoft Outlook node docs + examples
Microsoft Outlook credential docs
See Microsoft Outlook integrations
Related categories
Other integrations with Microsoft Outlook
Other integrations with Salesforce
FAQ
Can Microsoft Outlook connect with Salesforce?
Can I use Microsoft Outlook’s API with n8n?
Can I use Salesforce’s API with n8n?
Is n8n secure for integrating Microsoft Outlook and Salesforce?
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