How to Send Standard Emails in Outlook Using Salesforce Contact Information

Click on "Launch from the record of the Contact Object" for the Chrome extension trigger.

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(2) From the screen to select the integration account and action for the app launched by the Salesforce extension, confirm the account information linked with Salesforce, keep the action as "Launch from the record of the Contact Object" when launching from the extension, and click "Next".
※ Please refer to the following site for how to set up triggers using the Chrome extension.

How to set up triggers using the Chrome extension

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(3) From the API connection settings screen of the app launched by the extension, enter the My Domain URL and the URL that serves as a sample for the launch page.

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Once the input is complete, click "Test", and if no errors occur, click "Save".

Step 3: Send an Email

(1) Next, set up sending an email from Outlook.
Please click "Send an Email".

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(2) From the Outlook email settings screen, confirm the account information linked with Outlook.

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Scroll further down and enter the email content.
By clicking "Add Attachment", you can upload files.

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Once the input is complete, click "Next" at the bottom.
(3) From the email sending test screen, review the content, click "Test", and if no errors occur, click "Save".

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(4) Finally, change the trigger to ON.

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This completes the flow bot for "Sending a template email from Outlook based on Salesforce contact information".

By using the Chrome extension, you can easily launch the flow from within Salesforce, saving the hassle of manually searching each time and making your work more efficient!

Other Automation Examples Using Salesforce and Outlook

In addition to the flow introduced this time, you can achieve various business automations by using the APIs of Salesforce and Outlook.
All of them can be used with simple settings, so if you find something interesting, please give it a try!

Other Automation Examples with Salesforce and Outlook

When the opportunity object is updated to a specified status, you can issue a quote and send it via Outlook, or create a support request email received in Outlook as a case in Salesforce.
Furthermore, when the opportunity status in Salesforce becomes "Closed Won," it is also possible to create a follow-up in the Outlook calendar.

Examples of Automation Using Salesforce

Notify When Salesforce Opportunity Information is Registered

Since the registered opportunity information can be automatically notified, it will help prevent any omissions in information management.

Create a Folder When an Account is Registered in Salesforce

Since the folder is created automatically, it can potentially reduce human errors such as forgetting to create a folder or mistakes in the folder name.

Add when a ToDo object is registered in Salesforce

When a ToDo object is registered in Salesforce, the ToDo information is automatically added to another tool, potentially freeing you from the redundant task of manual input.

Examples of Automation Using Outlook

When information is registered or added, an email is sent to Outlook

A notification of registration or addition is sent via Outlook, which will help prevent information management omissions.

Automatically Reply to Emails from Outlook When a Specific Action is Taken

By sending an email notification detailing the operation via Outlook to a specified email address, you should be able to respond promptly to customer inquiries.

Register information from signature details of emails received in Outlook

By performing the registration process accurately, concerns about incorrect input are eliminated, and a reduction in working time can be expected.

Benefits of Integrating Salesforce with Outlook

Benefit 1: Improved Customer Response Speed

Providing detailed communication with customers is one of the most important tasks.
By integrating Salesforce with Outlook, you can automatically send template emails from Outlook based on the information registered in Salesforce, which can lead to faster follow-ups.
For example, sales representatives can save time and effort when sending contract renewal emails to customers, allowing them to demonstrate quick and detailed responses to the other party.
It should also help in building relationships with customers!

Benefit 2: Improved Work Efficiency for Support Teams

The integration of Salesforce and Outlook can be a useful tool for people other than sales representatives.
For example, imagine a scenario where you are conducting a campaign to send a large number of emails.
With this integration, the sending of template emails is automated, potentially allowing you to complete tasks with minimal operations.
By reducing the time spent on simple tasks, you may be able to increase the time available to focus on other tasks.

Summary

By integrating Salesforce with Outlook, you should be able to automate email distribution and share timely customer information in your sales activities.
You will be able to use your time more effectively and facilitate smooth interactions with customers.

Salesforce is an app available only with the Team Plan and Success Plan, but you can use restricted apps by signing up for a two-week free trial.
Please give it a try!

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