Want to update your Office 365 contacts list for every new Salesforce lead generated? You can do that manually. But the catch is that it takes forever. You have to manually export the leads regularly from Salesforce and import them to your Office 365 contacts.
Just automate that process using this simple Office 365 - Salesforce integration template and focus on what’s more important for you—growing your business. You can map fields such as Name, Email Address, Phone, etc. from your Salesforce to Office 365.
With this template, every new lead in your Salesforce will be added automatically as a contact on your Office 365. 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 lead is created in your Salesforce.
Step 2: It is added as a new contact on your Office 365 list.
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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