When lead information is registered in Salesforce, send an email in Outlook.

No items found.

■Overview

The workflow "Send an email in Outlook when lead information is registered in Salesforce" accelerates customer follow-up.
Emails are automatically sent as soon as customer information is registered, improving work efficiency.

‍

■Recommended for

Those who conduct sales activities using Salesforce
Those who want to quickly check lead information registered in Salesforce and take swift action
Companies utilizing Outlook as their email client
Those who want to eliminate the hassle of manually sending emails when lead information is registered
Those who want to efficiently share lead information across the sales team and respond quickly
Those who want to maximize sales opportunities without missing new sales leads

‍

■Benefits of using this template

By linking Salesforce and Outlook, you can quickly send emails when lead information is entered.
Using this flow enables smooth follow-up with leads.
Appropriate early-stage responses can lead to improved customer satisfaction and increased sales.

Additionally, since lead information is sent automatically, the risk of manual errors is reduced.
This ensures accurate information transmission and improves operational efficiency.

このテンプレートを試してみる

How to request materials and apply for a demo

Here

Here are some Similar Templates!

Extract information from Outlook emails using AI and notify via Google Chat.

When a new email arrives in Outlook, this flow extracts information using AI and notifies the extracted content in Google Chat. It can be used by forwarding emails from Outlook, Gmail, etc., or by sending emails directly to Yoom's email address.

See details

Extract information received in Outlook emails using AI and automatically transfer it to Microsoft Excel.

When a new email arrives in Outlook, this flow extracts information using AI and automatically transfers it to Microsoft Excel. It can be used by forwarding emails from Outlook, Gmail, etc., or by sending emails directly to Yoom's email address. You can freely modify the settings for Microsoft Excel and the text extraction items from the emails for your use.‍

See details

Automatically upload attachments received in Outlook to OneDrive

This is a flow that automatically uploads attachments received in Outlook to OneDrive. It can be used for the automatic saving of files such as invoices and purchase orders. Feel free to change the destination folder in OneDrive as needed.‍

See details

When an email arrives in Outlook, send the email body to Gmail.

When a new email arrives in Outlook, this flow sends the email body to Gmail. By integrating Outlook and Gmail, you can eliminate the need to manually transfer received email content to Gmail, enabling quick information sharing, preventing any oversights in responses, and consolidating emails into one place.‍

See details

When an email arrives in Outlook, summarize it and send it to Microsoft Teams.

When a new email is received in Outlook, the content of the email is summarized using ChatGPT, and the summarized text is notified to Microsoft Teams. The notification destination in Microsoft Teams and the summary content can be customized.

See details

Sync Outlook Calendar events with Google Calendar

This is a flow for syncing Outlook calendar events with Google Calendar. It helps prevent duplicate events and oversights, making schedule management more efficient.

See details

See all templates

What is Yoom hyperautomation?

Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.

Learn more about Yoom

Don't Just Connect Apps—Automate Everything

Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.

Learn more about Yoom

About the Apps You Use

Microsoft Outlook

Yoom allows you to integrate with Outlook's API without any code, enabling the automation of email sending from Outlook. For example, you can automatically send contracts and invoices created in Outlook, or automatically reply to inquiries from input forms using Outlook.

Related apps