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Salesforce

Send a group email using Microsoft SharePoint on new Salesforce contacts

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Description

New Salesforce contacts are a goldmine for your sales team. And, for the team to be as efficient as possible, they need to be notified of every new contact at the earliest.

You can send an email for every new contact, but that takes forever and makes you lag in communication. Wouldn’t it be great if there is a better way to keep your sales team always on top of new contacts? This readymade Salesforce to Microsoft SharePoint integration template is your answer.

Automate.io will send a group email to the recipient(s) of your choice instantly for every new contact on Salesforce. You can customize your email subject, body, and map any fields you need from Salesforce to SharePoint. So, connect your Salesforce and SharePoint accounts and turn on this integration. Your sales team will thank you for this.

How it works?

  • Step 1: This Bot runs whenever there is a new contact in Salesforce.

  • Step 2: A group email will be sent via Microsoft SharePoint.

Apps you need

  • Salesforce

    Salesforce is a leading cloud sales platform with diverse CRM functionality on multiple devices and robust app marketplace.

  • Microsoft SharePoint

    Microsoft SharePoint allows you to manage and share content, applications, and knowledge to find information and seamlessly collaborate across the organization.

Why Automate.io?

Easy

No coding. No change in your apps. Setup and get going in 2 minutes.

Secure

Runs on secure HTTPS channel & all sensitive data is stored in an encrypted format.

Reliable

Used by 1000+ organizations globally - big and small. Live chat support available.

Automate Work. Have Fun!

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