Microsoft Outlook
 with
Salesforce
 -
Automate Operations Instantly!
With Yoom, anyone can easily integrate Outlook and Salesforce without any code! For example, you can send emails from Outlook directly from the lead detail page in Salesforce. Start by trying out the convenient templates to integrate Outlook and Salesforce right away.
Start Automating for Free!
Microsoft Outlook
Salesforce
Microsoft Outlook
Salesforce
Microsoft Outlook
 with
Salesforce
Automate operations using it right away!
With Yoom, anyone can easily integrate Outlook and Salesforce without any code! For example, you can send emails from Outlook directly from the lead detail page in Salesforce. Start by trying out the convenient templates to integrate Outlook and Salesforce right away.
API actions—no coding required!
Executable API actions
All
 Microsoft Outlook
Microsoft Outlook
 Salesforce
Salesforce
Automation triggers
    When a specific subject email is received
    When an email is received
    When an event is registered in the calendar
    When a calendar event is added or updated
    When a Task is Created
    When an email is received
    When a new record is registered in the lead object
    When a new record is registered in the account object
    When a new record is registered in the opportunity object
    When a new record is registered in the contact object
    When a record is registered or updated in the lead object
    When a record is created or updated in the Account object
    When a record is created or updated in the Opportunity object
    When a record is created or updated in the Contact object
    When a new record is created in the Custom Object
    When a record is created or updated in the Custom Object
    When a record is registered in the Activity object
    When a record is registered in the ToDo object
    When an outbound message is received
    When a file is uploaded
Automation actions
    Register Event in Own Calendar
    Create Calendar
    Register Event in Specified User's Calendar
    Get Email Attachment Information
    Download Email Attachment
    Delete Event from Specified User's Calendar
    Update Event in Specified User's Calendar
    Delete Event from My Calendar
    Update Event in My Calendar
    タスクを作成する（リマインド設定対応）
    タスクを作成する（リマインド設定非対応）
    Search My Calendar Events
    Search Specified User's Calendar Events
    Find meeting times
    Get calendar view
    Get Lead Record
    Update Lead Record
    Create Lead Record
    Search Lead Records
    Get Latest Lead Record
    Get Account Record
    Update Account Record
    Create Account Record
    Search Account Records
    Get Opportunity Record
    Update Opportunity Record
    Create Opportunity Record
    Search Opportunity Records
    Get Contact Record
    Update Contact Record
    Create Contact Record
    Search Contact Records
    Get Custom Object Record
    Update Custom Object Record
    Create Custom Object Record
    Search Custom Object Records
    Link a File to a Record
    Upload a File to Link to a Record
    Get the Content Document ID of the Uploaded File
    Search Lead Records (excluding deleted records)
    Search Account records (excluding deleted records)
    Search Opportunity records (excluding deleted records)
    Search Contact records (excluding deleted records)
    Search Custom Object records (excluding deleted records)
    Download Report
    Log Activity on Lead
    Log Activity on Account
    Log Activity on Opportunity
    Log Activity on Contact
    Create To-Do on Lead
    Create Task on Account
    Create Task on Opportunity
    Create Task on Contact
    Create Event on Lead
    Create Event on Account
    Create Event on Opportunity
    Create Event on Contact
    Log Email Message to Opportunity
    Log Email Message to Account
    Create User Record
    Create Email Message
    Associate Email Message with a Person
    Create Email Message on a Custom Object
    Log Activity on a Custom Object
    Create To-Do on a Custom Object
    Create Event on a Custom Object
    Get Content Document IDs Associated with a Record
    Get Latest ContentVersion ID
    Download File
    Get Contract Record
    Update Contract Record
    Create Contract Record
    Delete Contract Record
    Create Calendar Event
    Search User Records
    Get User Record
    Update Account Activity
    Search Account Activities
    Get Users
    Get Accounts
    Get Contact List
    Get Opportunity List
    Get Lead List
    Get Case List
    Get Campaign List
    List Objects
    List Custom Objects
    List Chatter Group IDs
    Post to User on Chatter
    Post to Account on Chatter
    Chatterを取引先責任者に投稿
    Chatterを商談に投稿
    Chatterをリードに投稿
    Chatterをケースに投稿
    Post to Campaign Chatter
    Post to Custom Object Chatter
    ChatterをChatterグループに投稿
    Get Channel List
    ユーザーオブジェクトのレコードの更新
    Create User Role
    Assign User Role
    ユーザーオブジェクトの権限セット割り当ての作成
    Associate a Contract record with an Opportunity record
    ユーザーオブジェクトの権限セット割り当てを削除
    ユーザーを指定グループに追加
    ユーザーを指定グループから削除
    Post to Chatter
    Add User to Chatter Group
Flowbot triggers
    When a specific subject email is received
    When an email is received
    When an event is registered in the calendar
    When a calendar event is added or updated
    When a Task is Created
    When an email is received
Flowbot actions
    Register Event in Own Calendar
    Create Calendar
    Register Event in Specified User's Calendar
    Get Email Attachment Information
    Download Email Attachment
    Delete Event from Specified User's Calendar
    Update Event in Specified User's Calendar
    Delete Event from My Calendar
    Update Event in My Calendar
    タスクを作成する（リマインド設定対応）
    タスクを作成する（リマインド設定非対応）
    Search My Calendar Events
    Search Specified User's Calendar Events
    Find meeting times
    Get calendar view
Flowbot triggers
    When a new record is registered in the lead object
    When a new record is registered in the account object
    When a new record is registered in the opportunity object
    When a new record is registered in the contact object
    When a record is registered or updated in the lead object
    When a record is created or updated in the Account object
    When a record is created or updated in the Opportunity object
    When a record is created or updated in the Contact object
    When a new record is created in the Custom Object
    When a record is created or updated in the Custom Object
    When a record is registered in the Activity object
    When a record is registered in the ToDo object
    When an outbound message is received
    When a file is uploaded
Flowbot actions
    Get Lead Record
    Update Lead Record
    Create Lead Record
    Search Lead Records
    Get Latest Lead Record
    Get Account Record
    Update Account Record
    Create Account Record
    Search Account Records
    Get Opportunity Record
    Update Opportunity Record
    Create Opportunity Record
    Search Opportunity Records
    Get Contact Record
    Update Contact Record
    Create Contact Record
    Search Contact Records
    Get Custom Object Record
    Update Custom Object Record
    Create Custom Object Record
    Search Custom Object Records
    Link a File to a Record
    Upload a File to Link to a Record
    Get the Content Document ID of the Uploaded File
    Search Lead Records (excluding deleted records)
    Search Account records (excluding deleted records)
    Search Opportunity records (excluding deleted records)
    Search Contact records (excluding deleted records)
    Search Custom Object records (excluding deleted records)
    Download Report
    Log Activity on Lead
    Log Activity on Account
    Log Activity on Opportunity
    Log Activity on Contact
    Create To-Do on Lead
    Create Task on Account
    Create Task on Opportunity
    Create Task on Contact
    Create Event on Lead
    Create Event on Account
    Create Event on Opportunity
    Create Event on Contact
    Log Email Message to Opportunity
    Log Email Message to Account
    Create User Record
    Create Email Message
    Associate Email Message with a Person
    Create Email Message on a Custom Object
    Log Activity on a Custom Object
    Create To-Do on a Custom Object
    Create Event on a Custom Object
    Get Content Document IDs Associated with a Record
    Get Latest ContentVersion ID
    Download File
    Get Contract Record
    Update Contract Record
    Create Contract Record
    Delete Contract Record
    Create Calendar Event
    Search User Records
    Get User Record
    Update Account Activity
    Search Account Activities
    Get Users
    Get Accounts
    Get Contact List
    Get Opportunity List
    Get Lead List
    Get Case List
    Get Campaign List
    List Objects
    List Custom Objects
    List Chatter Group IDs
    Post to User on Chatter
    Post to Account on Chatter
    Chatterを取引先責任者に投稿
    Chatterを商談に投稿
    Chatterをリードに投稿
    Chatterをケースに投稿
    Post to Campaign Chatter
    Post to Custom Object Chatter
    ChatterをChatterグループに投稿
    Get Channel List
    ユーザーオブジェクトのレコードの更新
    Create User Role
    Assign User Role
    ユーザーオブジェクトの権限セット割り当ての作成
    Associate a Contract record with an Opportunity record
    ユーザーオブジェクトの権限セット割り当てを削除
    ユーザーを指定グループに追加
    ユーザーを指定グループから削除
    Post to Chatter
    Add User to Chatter Group
Tab 1
Tab 2
Tab 3
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.
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Microsoft Outlook
 &
Salesforce

Automate Your Everyday Tasks
Microsoft Outlook
 &
Salesforce
Let's automate our daily work by linking
Explore templates and apps to boost productivity!
Here are templates and related apps that are useful for improving work efficiency!
Microsoft Outlook
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.
see details
Templates
Microsoft Outlook
Activate the flow bot at the end of each month to send an email in Outlook.
Try it
See details Try it
Microsoft Outlook
Activate the flow bot at the end of each month to send an email in Outlook.
Microsoft Outlook Salesforce
Automatically create a case in Salesforce from support request emails received in Outlook.
Try it
See details Try it
Microsoft Outlook Salesforce
Automatically create a case in Salesforce from support request emails received in Outlook.
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Apps Script
Apps Script
Canva
Canva
ChatGPT
ChatGPT
Claude
Claude
Coda
Coda
Cohere
Cohere
DeepL
DeepL
DeepSeek
DeepSeek
Dify
Dify
Garoon
Garoon
Gemini
Gemini
Gmail
Gmail
Salesforce
Salesforce
With Yoom, you can utilize Salesforce's API without any coding. For example, you can retrieve information from Salesforce via the API and integrate it with other SaaS or create documents. Additionally, you can synchronize Salesforce lead information and deal information with Yoom's database for various purposes.
see details
Templates
Salesforce Google Sheets
Add a Google Spreadsheet entry when a ToDo object is registered in Salesforce.
Try it
See details Try it
Salesforce Google Sheets
Add a Google Spreadsheet entry when a ToDo object is registered in Salesforce.
Salesforce Mailchimp
Add a contact to Mailchimp when the lead status in Salesforce is updated.
Try it
See details Try it
Salesforce Mailchimp
Add a contact to Mailchimp when the lead status in Salesforce is updated.
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Microsoft Outlook
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.
Learn more
Microsoft Outlook
Templates
Microsoft Outlook
Activate the flow bot at the end of each month to send an email in Outlook.
Try it
This is a flow that is triggered at the end of each month to send an email in Outlook. It can be used for various purposes such as aggregation processing in Microsoft Excel or monthly invoice issuance.‍
See details Try it
Microsoft Outlook
Activate the flow bot at the end of each month to send an email in Outlook.
Microsoft Outlook HubSpot
Add a note to HubSpot based on the content of an Outlook email
Try it
This is a business workflow that automatically adds Outlook email content as notes to HubSpot. By utilizing Yoom's API integration and AI, it reduces manual tasks and streamlines information management.
See details Try it
Microsoft Outlook HubSpot
Add a note to HubSpot based on the content of an Outlook email
Microsoft Outlook Salesforce
Automatically create a case in Salesforce from support request emails received in Outlook.
Try it
This is a business workflow that automatically creates a Salesforce case from support request emails received in Outlook. By automatically converting support emails received in Outlook into Salesforce cases, you can eliminate the need for manual input and allocate valuable time to other important tasks.
See details Try it
Microsoft Outlook Salesforce
Automatically create a case in Salesforce from support request emails received in Outlook.
Similar apps
Apps Script
Apps Script
Canva
Canva
ChatGPT
ChatGPT
Claude
Claude
Coda
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Cohere
Cohere
DeepL
DeepL
DeepSeek
DeepSeek
Dify
Dify
Garoon
Garoon
Gemini
Gemini
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Gmail
Salesforce
Salesforce
With Yoom, you can utilize Salesforce's API without any coding. For example, you can retrieve information from Salesforce via the API and integrate it with other SaaS or create documents. Additionally, you can synchronize Salesforce lead information and deal information with Yoom's database for various purposes.
Learn more
Salesforce
Templates
Salesforce Google Sheets
Add a Google Spreadsheet entry when a ToDo object is registered in Salesforce.
Try it
When a ToDo object is registered in Salesforce, it is added to the Google Spreadsheet database. This flow frees the person in charge from the redundant manual input tasks, allowing them to focus on their core duties.
See details Try it
Salesforce Google Sheets
Add a Google Spreadsheet entry when a ToDo object is registered in Salesforce.
Salesforce Mailchimp
Add a contact to Mailchimp when the lead status in Salesforce is updated.
Try it
This is a business workflow that automatically adds a contact to Mailchimp when the lead status is updated in Salesforce. Automating data synchronization streamlines customer management.
See details Try it
Salesforce Mailchimp
Add a contact to Mailchimp when the lead status in Salesforce is updated.
Salesforce Notion
Add lead information registered in Salesforce to Notion.
Try it
This is a business workflow that automatically adds lead information registered in Salesforce to Notion. It reduces manual input and streamlines information sharing across the entire team.
See details Try it
Salesforce Notion
Add lead information registered in Salesforce to Notion.
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Microsoft Outlook
 Blog Posts
How to Connect Excel to Outlook: Automatically Send Emails Using Excel Data
Learn how to connect Excel to Outlook easily! Automatically send emails from Outlook using the Excel data with Yoom's simple, no-code solution. You can easily sync Excel data with Outlook to send emails automatically, saving you time and effort on repetitive tasks. Perfect for anyone looking to streamline their workflow, whether you are automating email reminders, task updates, or customer follow-ups.
How to Send Email from Excel Automatically
Are you sending emails one by one based on customer lists or task lists? By utilizing Microsoft Excel, you can automatically send reports, notifications, and billing emails. This guide explains in detail how you can significantly reduce errors and effort without the need for programming. Are you still sending emails one by one based on customer lists or tasks? Using Yoom and Microsoft Excel, you can automatically send emails directly from Excel - whether it’s for reports, notifications, or reminders. Reduce errors and manual efforts. In this article, we’ll show you a simple step-by-step guide to send emails using data automatically.
[No-Code Solution] How to Automatically Notify Google Drive Data
Would you like to automatically send data from Google Drive and reduce the hassle of your work? This is recommended for those who feel overwhelmed by handling a large volume of files! In this article, we explain how to automate using the no-code tool Yoom, complete with images. Streamline tedious tasks and make your work more comfortable.
See more articles
Salesforce
 Blog Posts
[Easy Setup] How to Automatically Create Quotes Using Salesforce Data
Discover numerous ways to automate quote creation with Salesforce data! Boost your work efficiency with Outlook, chat, and storage integration. Experience the automation flow in as little as 30 seconds!
[Simple Setup] How to Automatically Create Contracts Using Salesforce Data
Let's automate contract creation using Salesforce data! This is recommended for those who find manual entry and large amounts of data writing challenging. In this article, we explain the automation method using the no-code tool Yoom, complete with images. Streamline tedious tasks and make your work more efficient and comfortable.
[No Programming Required] How to Automatically Send and Forward Data in Outlook
"Sending data with Outlook is a hassle..." Solve this problem! Easily automate the sending of data from forms and chat tools, significantly boosting work efficiency. No programming required, and anyone can easily implement this flow creation method.
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By integrating different SaaS tools through Yoom, we automated data updates and cut our workload by half.
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Thanks to Yoom, most of our tasks have been streamlined. Now, all we need to do is input information into the forms created with Yoom and upload files to complete the process.
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The time saved by using Yoom has given us more opportunities to plan and execute new strategies, which we see as a major benefit.
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Digitizing tasks that used to be manual has reduced our workload significantly and made operations much easier.
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On a larger scale, if Yoom became more widespread, it could streamline operations for people across Japan, creating vast amounts of additional time.
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Since adopting Yoom, our capabilities have increased, and we've received more inquiries from other departments asking, "Can we do this too?"
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It's possible. It has an intuitive GUI operation and can be easily configured without code.
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