Product Overview
Explore all the benefits and features of Automate.io
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!
1
This Bot runs whenever a new contact is created on your Salesforce.
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.
iPaaS products that connect multiple apps have been costly and complicated to use. Automate.io brings the same power to small businesses at economical price so you can automate away your tedious & repetitive tasks once and for all.
No coding. Easy to use drag and drop interface designed keeping non-technical users in mind.
Used by 30,000+ organizations from 93 countries, from small businesses to Fortune 500.
Runs on secure HTTPS and all sensitive data is stored using powerful encryption format.
Say goodbye to those busy days.
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