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URL: https://zapier.com/apps/office-365/integrations/salesforce

⇱ Microsoft Office 365 Salesforce Integration - Quick Connect - Zapier

Connect Microsoft Office 365 and Salesforce to power AI-driven automation

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Launch your first automated workflow

Start with a template that brings Microsoft Office 365 and Salesforce together. Build enterprise-grade automation in minutes.

Our most popular template

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    How Zapier works

    Zapier makes it easy to integrate Microsoft Office 365 with Salesforce - no code necessary. See how you can get setup in minutes.

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    Help
    👁 Microsoft Office 365 logo
    Microsoft Office 365
    👁 Microsoft Office 365 logo
    Microsoft Office 365
    1. Choose trigger event
    2. Choose action
    Setup
    Test
    👁 Microsoft Office 365 logo
    Microsoft Office 365
    Choose a trigger event

    Choose a trigger

    A trigger is the event that starts your Zap—like a "Calendar Event Start" from Microsoft Office 365.

    Add your action

    An action happens after the trigger—such as "Add Contact to Campaign" in Salesforce.

    You’re connected!

    Zapier seamlessly connects Microsoft Office 365 and Salesforce, automating your workflow.

    Supported triggers and actions

    Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

      • Email ID
        Required
      • Categories
        Required
      • Mark as Read
      Action
      This is an event a Zap performs.
      Write
      Create a new record or update an existing record in your app.
      • Shared Mailbox
      • Destination Folder
        Required
      • Email ID
        Required
      Action
      This is an event a Zap performs.
      Write
      Create a new record or update an existing record in your app.
      • Contact Folder
      • First Name
        Required
      • Last Name
      • EmailAddresses
      • BusinessPhones
      • HomePhones
      • MobilePhone
      • JobTitle
      • CompanyName
      • Department
      • Business Website URL
      • FileAs
      • PersonalNotes
      • Street
      • City
      • State
      • Postal Code
      • Country or Region
      • Street
      • City
      • State
      • Postal Code
      • Country or Region
      • Street
      • City
      • State
      • Postal Code
      • Country or Region
      Action
      This is an event a Zap performs.
      Write
      Create a new record or update an existing record in your app.
      • Shared Mailbox
      • Email ID
        Required
      • To Email(s)
      • CC Email(s)
      • BCC Email(s)
      • Reply-To Email
      • Subject
      • Body Format
      • Body
      • Attachment
      • Action for Files Larger Than 150MB
      • Reply to All
      Action
      This is an event a Zap performs.
      Write
      Create a new record or update an existing record in your app.
      • Contact to Delete
        Required
      Action
      This is an event a Zap performs.
      Write
      Create a new record or update an existing record in your app.
      • Event
        Required
      Action
      This is an event a Zap performs.
      Write
      Create a new record or update an existing record in your app.
      • Send From (Shared Mailbox)
      • Email ID
        Required
      • To Email(s)
        Required
      • Comment
      Action
      This is an event a Zap performs.
      Write
      Create a new record or update an existing record in your app.
      • Email ID
        Required
      • Destination Folder
        Required
      Action
      This is an event a Zap performs.
      Write
      Create a new record or update an existing record in your app.
      • Email ID
        Required
      • Comment
      Action
      This is an event a Zap performs.
      Write
      Create a new record or update an existing record in your app.
      • Send From (Shared Mailbox)
      • To Email(s)
        Required
      • CC Email(s)
      • BCC Email(s)
      • Subject
        Required
      • Body Format
        Required
      • Body
        Required
      • Attachments
      • Action for Files Larger Than 150MB
      Action
      This is an event a Zap performs.
      Write
      Create a new record or update an existing record in your app.
      • Event
        Required
      • Subject
      • Start Date & Time
      • End Date & Time
      • All Day Event?
      • Is Online Meeting?
      • Hide attendees list?
      • Description
      • Show me as Free or Busy
      • The importance of the event
      • Merge with existing attendees?
      • Attendees
      • Categories
      • Location
      Action
      This is an event a Zap performs.
      Write
      Create a new record or update an existing record in your app.
      • Calendar
      • Search Term
        Required
      • Start Date & Time
      • End Date & Time
      Action
      This is an event a Zap performs.
      Search
      Find existing data in your app
      • Search_info
      • Search value
        Required
      Action
      This is an event a Zap performs.
      Search
      Find existing data in your app
      • Shared Mailbox
      • Email ID
        Required
      • Attachment ID
        Required
      Action
      This is an event a Zap performs.
      Search
      Find existing data in your app
      • Contact Folder
      • First Name
        Required
      • Last Name
      • Email
      • BusinessPhones
      • HomePhones
      • MobilePhone
      • JobTitle
      • CompanyName
      • Department
      • Business Website URL
      • FileAs
      • PersonalNotes
      • Street
      • City
      • State
      • Postal Code
      • Country or Region
      • Street
      • City
      • State
      • Postal Code
      • Country or Region
      • Street
      • City
      • State
      • Postal Code
      • Country or Region
      Action
      This is an event a Zap performs.
      Search or write
      Find existing data in your app, or create a new record if no data is found
      • Campaign
        Required
      • Contact
        Required
      Action
      This is an event a Zap performs.
      Write
      Create a new record or update an existing record in your app.
      • Campaign
        Required
      • Lead
        Required
      Action
      This is an event a Zap performs.
      Write
      Create a new record or update an existing record in your app.
      • Lead
        Required
      • Account
        Required
      • Opportunity
      • Create new opportunity?
      • Converted Status
        Required
      Action
      This is an event a Zap performs.
      Write
      Create a new record or update an existing record in your app.
      • Parent Object
        Required
      • Use Assignment Rules
      Action
      This is an event a Zap performs.
      Write
      Create a new record or update an existing record in your app.
      • Note Title
        Required
      • Note Content
        Required
      • Salesforce Object
      Action
      This is an event a Zap performs.
      Write
      Create a new record or update an existing record in your app.
      • Use Assignment Rules
      Action
      This is an event a Zap performs.
      Write
      Create a new record or update an existing record in your app.
      • Salesforce Object
        Required
      • Use Assignment Rules
      • Allow Duplicates
      Action
      This is an event a Zap performs.
      Write
      Create a new record or update an existing record in your app.
      • Warning
      • Salesforce Object
        Required
      • Record ID
        Required
      Action
      This is an event a Zap performs.
      Write
      Create a new record or update an existing record in your app.
      • Report
        Required
      • Include details
      • Number of custom filters
      • Row groupings
      • Column groupings
      • Summary calculations
      • Detail columns
      • Sort order
      • Report format
      • Advanced report options
      Action
      This is an event a Zap performs.
      Write
      Create a new record or update an existing record in your app.
      • Contact to Update
        Required
      Action
      This is an event a Zap performs.
      Write
      Create a new record or update an existing record in your app.
      • Salesforce Object
        Required
      • Record to Update
        Required
      • Use Assignment Rules
      Action
      This is an event a Zap performs.
      Write
      Create a new record or update an existing record in your app.
      • Stop on error
        Required
      • HTTP Method
        Required
      • URL
        Required
      • Query string parameters
      • Additional request headers
      • Body
      Action
      This is an event a Zap performs.
      Write
      Create a new record or update an existing record in your app.
      • SOSL Query
        Required
      Action
      This is an event a Zap performs.
      Search
      Find existing data in your app
      • Salesforce Object
        Required
      • Search Value
        Required
      • Second Field to Search By
      • Second Search Value
      • Search Operator
      Action
      This is an event a Zap performs.
      Search
      Find existing data in your app
      • Salesforce Object
        Required
      Action
      This is an event a Zap performs.
      Search
      Find existing data in your app
      • Salesforce Object
        Required
      • Record ID
        Required
      Action
      This is an event a Zap performs.
      Search
      Find existing data in your app
      • Salesforce Object
        Required
      • SOQL WHERE Clause
        Required
      • Sort by
      • Sort Order
      • Maximum Number of Records
      • Use Assignment Rules
      • Allow Duplicates
      Action
      This is an event a Zap performs.
      Search or write
      Find existing data in your app, or create a new record if no data is found
      • Event
        Required
      • Merge with existing attendees?
      • Attendees
        Required
      Action
      This is an event a Zap performs.
      Write
      Create a new record or update an existing record in your app.
      • Distribution List
        Required
      • User Email
        Required
      Action
      This is an event a Zap performs.
      Write
      Create a new record or update an existing record in your app.
      • Calendar
      • Subject
        Required
      • Start Date & Time
        Required
      • End Date & Time
        Required
      • All Day Event?
      • Description
      • Show me as Free or Busy
      • Attendees
      • Categories
      • Location
      Action
      This is an event a Zap performs.
      Write
      Create a new record or update an existing record in your app.
      • Shared Mailbox
      • To Email(s)
        Required
      • CC Email(s)
      • BCC Email(s)
      • Subject
        Required
      • Body Format
        Required
      • Body
        Required
      • Attachment
      • Action for Files Larger Than 150MB
      Action
      This is an event a Zap performs.
      Write
      Create a new record or update an existing record in your app.
      • Shared Mailbox
      • Folder Name
        Required
      • Parent Folder
      Action
      This is an event a Zap performs.
      Write
      Create a new record or update an existing record in your app.
      • Shared Mailbox
      • Email ID
        Required
      Action
      This is an event a Zap performs.
      Write
      Create a new record or update an existing record in your app.
      • Shared Mailbox
      • Email ID
        Required
      • Flag Action
        Required
      Action
      This is an event a Zap performs.
      Write
      Create a new record or update an existing record in your app.
      • Shared Mailbox
      • Email ID
        Required
      • Mark as
        Required
      Action
      This is an event a Zap performs.
      Write
      Create a new record or update an existing record in your app.
      • Shared Mailbox
      • Categories to Remove
        Required
      • Email ID
        Required
      Action
      This is an event a Zap performs.
      Write
      Create a new record or update an existing record in your app.
      • Send From (Shared Mailbox)
      • Draft Email ID
        Required
      Action
      This is an event a Zap performs.
      Write
      Create a new record or update an existing record in your app.
      • Shared Mailbox
      • Email ID
        Required
      • Importance
        Required
      Action
      This is an event a Zap performs.
      Write
      Create a new record or update an existing record in your app.
      • Contact Folder
      • Contact
        Required
      • First Name
      • Last Name
      • EmailAddresses
      • BusinessPhones
      • HomePhones
      • MobilePhone
      • JobTitle
      • CompanyName
      • Department
      • Business Website URL
      • PersonalNotes
      • Street
      • City
      • State
      • Postal Code
      • Country or Region
      • Street
      • City
      • State
      • Postal Code
      • Country or Region
      • Street
      • City
      • State
      • Postal Code
      • Country or Region
      Action
      This is an event a Zap performs.
      Write
      Create a new record or update an existing record in your app.
      • Contact Folder
      • First Name
      • Last Name
      • Email
      Action
      This is an event a Zap performs.
      Search
      Find existing data in your app
      • Folder_info
      • Folder
        Required
      • Search terms
      • From address
      • Start date
      • End date
      Action
      This is an event a Zap performs.
      Search
      Find existing data in your app
      • Calendar
      • Start date and time
        Required
      • End date and time
        Required
      Action
      This is an event a Zap performs.
      Search
      Find existing data in your app
      • Salesforce Object
        Required
      • Record
        Required
      • File
        Required
      • Visibility
        Required
      Action
      This is an event a Zap performs.
      Write
      Create a new record or update an existing record in your app.
      • Path after /services/apexrest/
        Required
      • HTTP method
        Required
      • Query parameters
      • Extra headers
      • Request body
      • Timeout
      Action
      This is an event a Zap performs.
      Write
      Create a new record or update an existing record in your app.
      • File
        Required
      • Salesforce Object
        Required
      • Description
      • Attachment visibility
      Action
      This is an event a Zap performs.
      Write
      Create a new record or update an existing record in your app.
    • Create Contact

      Creates a new contact.

      Action
      This is an event a Zap performs.
      Write
      Create a new record or update an existing record in your app.
      • File
        Required
      • Title
      • Description
      • Salesforce Object
      Action
      This is an event a Zap performs.
      Write
      Create a new record or update an existing record in your app.
      • Note Title
        Required
      • Note
      • Salesforce Object
        Required
      • Note Visibility
      • Use Assignment Rules
      Action
      This is an event a Zap performs.
      Write
      Create a new record or update an existing record in your app.
      • Salesforce Object
        Required
      • Use Assignment Rules
      • Allow Duplicates
      Action
      This is an event a Zap performs.
      Write
      Create a new record or update an existing record in your app.
      • Flow
        Required
      • Manual flow input parameters
      Action
      This is an event a Zap performs.
      Write
      Create a new record or update an existing record in your app.
      • To
        Required
      • CC
      • BCC
      • Subject
        Required
      • Email Format
        Required
      • Sender Type
        Required
      Action
      This is an event a Zap performs.
      Write
      Create a new record or update an existing record in your app.
      • Lead to Update
        Required
      • Use Assignment Rules
      Action
      This is an event a Zap performs.
      Write
      Create a new record or update an existing record in your app.
      • Salesforce Object
        Required
      • Record to Update
        Required
      • Use Assignment Rules
      Action
      This is an event a Zap performs.
      Write
      Create a new record or update an existing record in your app.
      • Query Type
        Required
      • Include Deleted Records
      Action
      This is an event a Zap performs.
      Search
      Find existing data in your app
      • Parent Object
        Required
      Action
      This is an event a Zap performs.
      Search
      Find existing data in your app
      • Salesforce Object
        Required
      • SOQL WHERE clause
        Required
      Action
      This is an event a Zap performs.
      Search
      Find existing data in your app
      • Salesforce Object
        Required
      • SOQL WHERE Clause
        Required
      • Sort by
      • Sort Order
      • Maximum Number of Records
      Action
      This is an event a Zap performs.
      Search
      Find existing data in your app
      • Salesforce Object
        Required
      • Search Value
        Required
      • Second Field to Search By
      • Second Search Value
      • Search Operator
      • Use Assignment Rules
      • Allow Duplicates
      Action
      This is an event a Zap performs.
      Search or write
      Find existing data in your app, or create a new record if no data is found

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    Connect Microsoft Office 365 and Salesforce to integrate crucial parts of your business

    With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

    Automate your lead management and improve conversions

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    Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

    Provide world-class support with a little help from automation

    Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

    Automate your way to actionable, up-to-date data

    The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

    Resolve incidents faster with automation

    Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

    Learn how to automate Microsoft Office 365 on the Zapier blog

    Learn how to automate Salesforce on the Zapier blog

    Make work flow with AI

    Level up your Microsoft Office 365 to Salesforce integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

    Frequently Asked Questions about Microsoft Office 365 + Salesforce integrations

    New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Office 365 and Salesforce

    About Microsoft Office 365
    Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer! Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.
    Related categories
    Email
    Microsoft
    About Salesforce
    Salesforce is a leading enterprise customer relationship manager (CRM) application.
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    App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

    Connect Microsoft Office 365 to Salesforce on the world's largest no-code automation platform