Want to build a relationship with a follow-up email for every new Salesforce contact but don’t have the time to do that manually?
This Office 365 - Salesforce integration template solves that problem for you. You can easily map fields that you want such as Contact Email Address from your Salesforce to Office 365, and add a personalized subject line, email body, etc.
With this template, Office 365 will automatically send a new email every time a new contact is created on your Salesforce. Just connect your Office 365 and Salesforce accounts in Automate.io, turn this Bot on and you are done!
Step 1: This Bot runs whenever a new contact is created on your Salesforce.
Step 2: A new email is sent to that contact using Office 365.
Salesforce is a leading cloud sales platform with diverse CRM functionality on multiple devices and robust app marketplace.
Office 365 is the online version of Microsoft's suite of office products - documents, email, calendaring and more.
No coding. No change in your apps. Setup and get going in 2 minutes.
Runs on secure HTTPS channel & all sensitive data is stored in an encrypted format.
Used by 1000+ organizations globally - big and small. Live chat support available.
Say Goodbye to those busy days
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