Salesforce

Sync new Salesforce leads as contacts on Office 365

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Description

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!

How it works?

  • 1

    This Bot runs whenever a new lead is created in your Salesforce.

  • 2

    It is added as a new contact on your Office 365 list.

Apps you need

  • Salesforce

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

  • Office 365

    Office 365 is the online version of Microsoft's suite of office products - documents, email, calendaring and more.

Why Automate.io?

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.

Rated 4.8 out of 5 on
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Easy

No coding. Easy to use drag and drop interface designed keeping non-technical users in mind.

Trusted Worldwide

Used by 30,000+ organizations from 93 countries, from small businesses to Fortune 500.

Secure & Reliable

Runs on secure HTTPS and all sensitive data is stored using powerful encryption format.

Automate Work. Have Fun!

Say goodbye to those busy days.

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