Sync emails, calendar events, and contacts seamlessly between Salesforce and Microsoft Outlook. Save hours daily with automated workflows and unified data management.
Email Sync
Bidirectional sync
Calendar Integration
Real-time events
Contact Sync
Unified database
Save 5-10 hours per week per user by eliminating manual data entry and keeping your team's communication in sync
Eliminate duplicate data entry. Emails and events automatically sync to Salesforce records.
See all email communications in Salesforce alongside opportunities, leads, and accounts.
Stay in Outlook while accessing Salesforce data. No need to switch between applications.
Reduce errors with automatic syncing. Keep contact information up-to-date across both platforms.
Choose the integration method that best fits your team's needs
Modern cloud-based integration that works as an Outlook add-in. Best for teams looking for the latest features and mobile support.
Best for: Sales teams, Lightning Experience users, Office 365 environments
Server-side sync that automatically captures emails and events. Better for organizations needing behind-the-scenes synchronization.
Best for: Enterprise organizations, background syncing, controlled deployments
Follow these steps to connect Salesforce with Outlook in under 15 minutes
Before you begin, ensure you have the following:
Your Salesforce admin needs to enable and configure Inbox:
Users install the Salesforce Inbox add-in from Microsoft AppSource:
Link Salesforce and Outlook accounts for the first time:
Customize what data syncs between Salesforce and Outlook:
Verify everything works correctly:
Setting up Salesforce Outlook integration can be complex, especially for larger teams with specific requirements. Our certified Salesforce consultants can handle the entire setup, configuration, and training process for you.
Schedule a ConsultationReal-world use cases that save time and improve productivity
Every email you send or receive is automatically saved to the related Salesforce record—no manual logging required.
Create events in Salesforce that appear in Outlook, or schedule meetings in Outlook that update Salesforce automatically.
Keep contact information synchronized. Update once, and changes reflect in both Salesforce and Outlook.
View related Salesforce records (opportunities, cases, accounts) directly in Outlook while reading emails.
Create leads, log calls, add tasks, or update opportunities without leaving your inbox.
Track email opens, link clicks, and engagement metrics. See which prospects are most interested.
Quick solutions to frequent Salesforce Outlook integration problems
Possible causes:
Solutions:
Solutions:
Causes:
Solutions:
Solutions:
Solutions:
Our certified Salesforce consultants can set up, configure, and optimize your Salesforce Outlook integration. From initial setup to advanced customizations, we handle it all so your team can focus on selling.