Keep new Outlook contacts in Salesforce
When a useful contact is added in Outlook, Notis can create a corresponding Salesforce contact from the details already on the contact card.
Trigger
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Action
Create contact
Creates a new contact in salesforce with the specified information.
Why this helps
New contacts added during calls or events can remain outside the CRM until someone remembers to transfer them.
- Reduce manual re-entry when adding people to your CRM.
- Use the source contact's available details.
- Avoid creating a contact when required information is missing.
Setup
Build it in a few focused steps.
- 1Connect Outlook and Salesforce once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis to create a Salesforce contact for each new Outlook contact using available details, and to skip it if required information is missing.
- 4Pick the Outlook New Contact Added trigger and choose where run reports should go.
- 5Test with one real Outlook contact and review the Salesforce record.
Questions about this workflow
Does this automatically link the contact to an account?
Only if the right Salesforce account can be identified from available information. Tell Notis not to guess an account relationship.
What if the Outlook contact has only a name?
Salesforce requires a last name for contact creation. Ask Notis to skip incomplete records and report that information is missing.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Outlook to Salesforce. A trigger fires from one place; an action lands in another.
Outlook triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
New Contact Added
Triggered when a new contact is added in the Outlook contacts.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Calendar Event Changes
Triggered when a new calendar event occurs (created, updated, or deleted) in the Outlook calendar.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
New Calendar Event
Triggered when a new calendar event is created in the Outlook calendar.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
New Outlook Message
Triggered when a new message is received in the Outlook mailbox.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
New Sent Message
Triggered when a new message is sent from the Outlook mailbox.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Outlook and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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