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Outlook + Salesforce: Nanonets Integrations

Automate Workflows on Nanonets with Outlook and Salesforce

AI analyzes event details, categorizes, and matches with Salesforce opportunity fields for synchronization.

Update Salesforce records with event details, ensuring accurate sales pipeline management.

Automate Outlook Customer Interaction Logs

Enhance customer relationship management by automating interaction logs from Outlook to Salesforce with AI-driven workflow automation, saving time and improving data accuracy.

New Outlook email received

AI analyzes email content, identifies customer interactions, extracts relevant data for Salesforce logging.

List Emails

Lists emails in a specified folder.

Action
List Calendar Events

Lists all events from the calendar.

Action
Delete Email

Deletes an email.

Action
Update Email

Updates an existing email.

Action
Create Email Draft

Creates a new email draft.

Action
Move Email

Moves an email to a specified folder.

Action
Get Email

Retrieves details of an email.

Action
Delete Calendar Event

Deletes a calendar event.

Action
Update Calendar Event

Updates an existing calendar event.

Action
Create Calendar Event

Creates a new event in the calendar.

Action
Send Email

Sends a new email from your account.

Action
Email Moved

Triggers when an email is moved to a folder.

Trigger
New Calendar Event

Triggers when a new calendar event is created.

Trigger
New Email

Triggers when a new email is received.

Trigger
Updated Case

Triggers when a case is updated.

Trigger
Custom Trigger

Listens for a custom event defined in Salesforce.

Trigger
Updated Contact

Triggers when a contact is updated.

Trigger
Updated Opportunity

Triggers when an opportunity is updated.

Trigger
Updated Lead

Triggers when a lead is updated.

Trigger
New Event

Triggers when a new event is scheduled.

Trigger
New Task

Triggers when a new task is created.

Trigger
New Lead

Triggers when a new lead is created.

Trigger
New Case

Triggers when a new case is opened.

Trigger
New Opportunity

Triggers when a new opportunity is created.

Trigger
New Contact

Triggers when a new contact is added.

Trigger
Update Contact

Updates an existing contact in Salesforce.

Action
Attach File

Attaches a file to a record in Salesforce.

Action
Custom Action

Performs a custom action defined by Salesforce API.

Action
Delete Record

Deletes a record from Salesforce.

Action
Add Note

Adds a note to a record in Salesforce.

Action
Convert Lead

Converts a lead into a contact, account, and opportunity.

Action
Send Email

Sends an email from Salesforce.

Action
Update Opportunity

Updates an existing opportunity in Salesforce.

Action
Assign Task

Assigns a task to a user in Salesforce.

Action
Log Call

Logs a phone call with a contact or lead.

Action
Update Case

Updates an existing case in Salesforce.

Action
Update Lead

Updates an existing lead in Salesforce.

Action
Create Event

Schedules a new event in Salesforce.

Action
Create Task

Creates a new task in Salesforce.

Action
Create Case

Creates a new case in Salesforce.

Action
Create Opportunity

Creates a new opportunity in Salesforce.

Action
Create Lead

Creates a new lead in Salesforce.

Action
Create Contact

Creates a new contact in Salesforce.

Action
Create Lead

Capture potential customer information within Salesforce CRM system.

Action
Find or Create Record

Automates checking, finding, or generating records in Salesforce database.

Action
New Outbound Message

Automated workflow action sending messages from Salesforce to external systems.

Trigger
Create Contact

Automates adding new contact entries in Salesforce CRM system.

Action
Find Record(s)

Automated Salesforce process to locate and retrieve specific records.

Action
Update Record

Automated process to modify data in a Salesforce record.

Action
Update Contact

Modify existing contact information within Salesforce CRM platform.

Action
Create Record

Automates new record creation in Salesforce via workflow action.

Action
Create File

Automated process to generate documents within Salesforce platform.

Action
Create Attachment

Salesforce action to add file attachment to a record.

Action
Add File to Record

Uploads and attaches files to a specific Salesforce record.

Action
Updated Record

Automates actions when Salesforce records are created or modified.

Trigger
New Record

Automated process initiates upon creating a new Salesforce record.

Trigger
Find Record

Automated process locating record within Salesforce using specific criteria.

Action
Find Record by Query

Query action retrieves record based on specific search criteria.

Action
Add Lead to Campaign

Automate adding new leads to a Salesforce campaign workflow.

Action
Update Record (UTC)

Automates record updates in Salesforce with UTC timestamp tracking.

Action
Update Lead

Updates existing lead's information within Salesforce CRM platform.

Action
Create Record (UTC)

Automates creating new record in Salesforce with UTC timestamp.

Action
Updated Field on Record

Automates actions when a Salesforce record field is updated.

Trigger
Add Contact to Campaign

Automates adding a contact to a campaign in Salesforce.

Action
Load more
List Emails

Lists emails in a specified folder.

Action
List Calendar Events

Lists all events from the calendar.

Action
Delete Email

Deletes an email.

Action
Update Email

Updates an existing email.

Action
Create Email Draft

Creates a new email draft.

Action
Move Email

Moves an email to a specified folder.

Action
Get Email

Retrieves details of an email.

Action
Delete Calendar Event

Deletes a calendar event.

Action
Update Calendar Event

Updates an existing calendar event.

Action
Create Calendar Event

Creates a new event in the calendar.

Action
Send Email

Sends a new email from your account.

Action
Email Moved

Triggers when an email is moved to a folder.

Trigger
New Calendar Event

Triggers when a new calendar event is created.

Trigger
New Email

Triggers when a new email is received.

Trigger
Updated Case

Triggers when a case is updated.

Trigger
Custom Trigger

Listens for a custom event defined in Salesforce.

Trigger
Updated Contact

Triggers when a contact is updated.

Trigger
Updated Opportunity

Triggers when an opportunity is updated.

Trigger
Updated Lead

Triggers when a lead is updated.

Trigger
New Event

Triggers when a new event is scheduled.

Trigger
New Task

Triggers when a new task is created.

Trigger
New Lead

Triggers when a new lead is created.

Trigger
New Case

Triggers when a new case is opened.

Trigger
New Opportunity

Triggers when a new opportunity is created.

Trigger
New Contact

Triggers when a new contact is added.

Trigger
Update Contact

Updates an existing contact in Salesforce.

Action
Attach File

Attaches a file to a record in Salesforce.

Action
Custom Action

Performs a custom action defined by Salesforce API.

Action
Delete Record

Deletes a record from Salesforce.

Action
Add Note

Adds a note to a record in Salesforce.

Action
Convert Lead

Converts a lead into a contact, account, and opportunity.

Action
Send Email

Sends an email from Salesforce.

Action
Update Opportunity

Updates an existing opportunity in Salesforce.

Action
Assign Task

Assigns a task to a user in Salesforce.

Action
Log Call

Logs a phone call with a contact or lead.

Action
Update Case

Updates an existing case in Salesforce.

Action
Update Lead

Updates an existing lead in Salesforce.

Action
Create Event

Schedules a new event in Salesforce.

Action
Create Task

Creates a new task in Salesforce.

Action
Create Case

Creates a new case in Salesforce.

Action
Create Opportunity

Creates a new opportunity in Salesforce.

Action
Create Lead

Creates a new lead in Salesforce.

Action
Create Contact

Creates a new contact in Salesforce.

Action
Create Lead

Capture potential customer information within Salesforce CRM system.

Action
Find or Create Record

Automates checking, finding, or generating records in Salesforce database.

Action
New Outbound Message

Automated workflow action sending messages from Salesforce to external systems.

Trigger
Create Contact

Automates adding new contact entries in Salesforce CRM system.

Action
Find Record(s)

Automated Salesforce process to locate and retrieve specific records.

Action
Update Record

Automated process to modify data in a Salesforce record.

Action
Update Contact

Modify existing contact information within Salesforce CRM platform.

Action
Create Record

Automates new record creation in Salesforce via workflow action.

Action
Create File

Automated process to generate documents within Salesforce platform.

Action
Create Attachment

Salesforce action to add file attachment to a record.

Action
Add File to Record

Uploads and attaches files to a specific Salesforce record.

Action
Updated Record

Automates actions when Salesforce records are created or modified.

Trigger
New Record

Automated process initiates upon creating a new Salesforce record.

Trigger
Find Record

Automated process locating record within Salesforce using specific criteria.

Action
Find Record by Query

Query action retrieves record based on specific search criteria.

Action
Add Lead to Campaign

Automate adding new leads to a Salesforce campaign workflow.

Action
Update Record (UTC)

Automates record updates in Salesforce with UTC timestamp tracking.

Action
Update Lead

Updates existing lead's information within Salesforce CRM platform.

Action
Create Record (UTC)

Automates creating new record in Salesforce with UTC timestamp.

Action
Updated Field on Record

Automates actions when a Salesforce record field is updated.

Trigger
Add Contact to Campaign

Automates adding a contact to a campaign in Salesforce.

Action
Load MoreCollapseContact Us To Explore More
List Emails

Lists emails in a specified folder.

Action
List Calendar Events

Lists all events from the calendar.

Action
Delete Email

Deletes an email.

Action
Update Email

Updates an existing email.

Action
Create Email Draft

Creates a new email draft.

Action
Move Email

Moves an email to a specified folder.

Action
Get Email

Retrieves details of an email.

Action
Delete Calendar Event

Deletes a calendar event.

Action
Update Calendar Event

Updates an existing calendar event.

Action
Create Calendar Event

Creates a new event in the calendar.

Action
Send Email

Sends a new email from your account.

Action
Email Moved

Triggers when an email is moved to a folder.

Trigger
New Calendar Event

Triggers when a new calendar event is created.

Trigger
New Email

Triggers when a new email is received.

Trigger
Updated Case

Triggers when a case is updated.

Trigger
Custom Trigger

Listens for a custom event defined in Salesforce.

Trigger
Updated Contact

Triggers when a contact is updated.

Trigger
Updated Opportunity

Triggers when an opportunity is updated.

Trigger
Updated Lead

Triggers when a lead is updated.

Trigger
New Event

Triggers when a new event is scheduled.

Trigger
New Task

Triggers when a new task is created.

Trigger
New Lead

Triggers when a new lead is created.

Trigger
New Case

Triggers when a new case is opened.

Trigger
New Opportunity

Triggers when a new opportunity is created.

Trigger
New Contact

Triggers when a new contact is added.

Trigger
Update Contact

Updates an existing contact in Salesforce.

Action
Attach File

Attaches a file to a record in Salesforce.

Action
Custom Action

Performs a custom action defined by Salesforce API.

Action
Delete Record

Deletes a record from Salesforce.

Action
Add Note

Adds a note to a record in Salesforce.

Action
Convert Lead

Converts a lead into a contact, account, and opportunity.

Action
Send Email

Sends an email from Salesforce.

Action
Update Opportunity

Updates an existing opportunity in Salesforce.

Action
Assign Task

Assigns a task to a user in Salesforce.

Action
Log Call

Logs a phone call with a contact or lead.

Action
Update Case

Updates an existing case in Salesforce.

Action
Update Lead

Updates an existing lead in Salesforce.

Action
Create Event

Schedules a new event in Salesforce.

Action
Create Task

Creates a new task in Salesforce.

Action
Create Case

Creates a new case in Salesforce.

Action
Create Opportunity

Creates a new opportunity in Salesforce.

Action
Create Lead

Creates a new lead in Salesforce.

Action
Create Contact

Creates a new contact in Salesforce.

Action
Create Lead

Capture potential customer information within Salesforce CRM system.

Action
Find or Create Record

Automates checking, finding, or generating records in Salesforce database.

Action
New Outbound Message

Automated workflow action sending messages from Salesforce to external systems.

Trigger
Create Contact

Automates adding new contact entries in Salesforce CRM system.

Action
Find Record(s)

Automated Salesforce process to locate and retrieve specific records.

Action
Update Record

Automated process to modify data in a Salesforce record.

Action
Update Contact

Modify existing contact information within Salesforce CRM platform.

Action
Create Record

Automates new record creation in Salesforce via workflow action.

Action
Create File

Automated process to generate documents within Salesforce platform.

Action
Create Attachment

Salesforce action to add file attachment to a record.

Action
Add File to Record

Uploads and attaches files to a specific Salesforce record.

Action
Updated Record

Automates actions when Salesforce records are created or modified.

Trigger
New Record

Automated process initiates upon creating a new Salesforce record.

Trigger
Find Record

Automated process locating record within Salesforce using specific criteria.

Action
Find Record by Query

Query action retrieves record based on specific search criteria.

Action
Add Lead to Campaign

Automate adding new leads to a Salesforce campaign workflow.

Action
Update Record (UTC)

Automates record updates in Salesforce with UTC timestamp tracking.

Action
Update Lead

Updates existing lead's information within Salesforce CRM platform.

Action
Create Record (UTC)

Automates creating new record in Salesforce with UTC timestamp.

Action
Updated Field on Record

Automates actions when a Salesforce record field is updated.

Trigger
Add Contact to Campaign

Automates adding a contact to a campaign in Salesforce.

Action
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Seamless Ingestion
Intelligent Extraction
Data Enrichment made easy
Smart Decision Engines
Flexible Export Options
Flexible Export Options

Heading Automate Manual Data Entry: Gmail-Airtable

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Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.

Streamline Email Lead Salesforce Integration

Schedule a demo
Enhance lead management with our Outlook to Salesforce automation. Convert emails to leads instantly, ensuring no opportunity is missed with AI-powered data extraction and record creation.

New email received

Nanonets AI analyzes email content, extracts relevant lead information like name, email, and phone number for processing.

Sync Outlook and Salesforce Pipelines

Create or update lead records in Salesforce with extracted data, ensuring accurate and timely lead management.

Enhance sales pipeline accuracy by automating Outlook event synchronization with Salesforce opportunities using AI-driven workflow integration.

Automated Salesforce Data Deduplication

AI analyzes contact details, identifies potential duplicates in Salesforce, and prepares merged contact information.

Automated Salesforce Data Deduplication

Duplicates are merged, contacts updated, and data quality maintained within Salesforce CRM.

Ensure CRM integrity by automating deduplication of Salesforce contacts from Outlook. AI-powered workflows merge duplicates, enhancing data quality for effective sales decisions.

Outlook integration enhances email and calendar management, ensuring efficient scheduling and communication.

Explore how Nanonets AI integrates with Outlook and Salesforce

AI analyzes event details, categorizes, and matches with Salesforce opportunity fields for synchronization.

Update Salesforce records with event details, ensuring accurate sales pipeline management.

Automate Outlook Customer Interaction Logs

Enhance customer relationship management by automating interaction logs from Outlook to Salesforce with AI-driven workflow automation, saving time and improving data accuracy.

New Outlook email received

AI analyzes email content, identifies customer interactions, extracts relevant data for Salesforce logging.

New email received
Nanonets AI analyzes email content, extracts relevant lead information like name, email, and phone number for processing.
Create or update lead records in Salesforce with extracted data, ensuring accurate and timely lead management.
New Outlook calendar event
AI analyzes event details, categorizes, and matches with Salesforce opportunity fields for synchronization.
Update Salesforce records with event details, ensuring accurate sales pipeline management.
New Outlook email received
AI analyzes email content, identifies customer interactions, extracts relevant data for Salesforce logging.
Create or update Salesforce records with interaction details, ensuring comprehensive customer activity tracking.
New task in Outlook
AI identifies task details, categorizes priority, and prepares data for Salesforce event creation.
AI identifies task details, categorizes priority, and prepares data for Salesforce event creation.
New contact in Outlook
AI analyzes contact details, identifies potential duplicates in Salesforce, and prepares merged contact information.
Duplicates are merged, contacts updated, and data quality maintained within Salesforce CRM.
Seamless Ingestion
Intelligent Extraction
Data Enrichment made easy
Smart Decision Engines
Flexible Export Options
Flexible Export Options

Heading Automate Manual Data Entry: Gmail-Airtable

Schedule a demo

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.

Streamline Email Lead Salesforce Integration

Schedule a demo
Enhance lead management with our Outlook to Salesforce automation. Convert emails to leads instantly, ensuring no opportunity is missed with AI-powered data extraction and record creation.

New email received

Nanonets AI analyzes email content, extracts relevant lead information like name, email, and phone number for processing.

Sync Outlook and Salesforce Pipelines

Create or update lead records in Salesforce with extracted data, ensuring accurate and timely lead management.

Enhance sales pipeline accuracy by automating Outlook event synchronization with Salesforce opportunities using AI-driven workflow integration.

Automated Salesforce Data Deduplication

AI analyzes contact details, identifies potential duplicates in Salesforce, and prepares merged contact information.

Automated Salesforce Data Deduplication

Duplicates are merged, contacts updated, and data quality maintained within Salesforce CRM.

Ensure CRM integrity by automating deduplication of Salesforce contacts from Outlook. AI-powered workflows merge duplicates, enhancing data quality for effective sales decisions.

Outlook integration enhances email and calendar management, ensuring efficient scheduling and communication.

uncover new possibilities

Contact us to enhance your workflows today

Start your automation journey today

Build Workflows within minutes

Use natural language to create and run workflows that interact with all your apps and data.

Connect with your documents, apps and databases
Create workflows using natural language
Read information, write data, and perform actions in your apps and databases.

Seamless App Integrations

Connect your apps, databases and documents to create unified workflows that automate manual tasks.

Connects with your documents, apps and databases
Real time data sync between data sources
Create workflows that perform in-app tasks for you

Use AI within Workflows

Build and use custom LLMs to write texts, post responses and execute RAG workflows within apps.

Create a custom LLM using your data
Train on custom data sources - Emails, Support Tickets, Customer Databases and more
Create workflows and chatbots using custom LLMs

Outlook + Salesforce: Nanonets Integrations

AI analyzes event details, categorizes, and matches with Salesforce opportunity fields for synchronization.

Update Salesforce records with event details, ensuring accurate sales pipeline management.

Automate Outlook Customer Interaction Logs

Enhance customer relationship management by automating interaction logs from Outlook to Salesforce with AI-driven workflow automation, saving time and improving data accuracy.

New Outlook email received

AI analyzes email content, identifies customer interactions, extracts relevant data for Salesforce logging.

Outlook

Outlook integration enhances email and calendar management, ensuring efficient scheduling and communication.

Related Categories
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Salesforce

Salesforce integration transforms CRM workflows, automates tasks, and provides powerful analytics for business growth.

Learn More
Help
Related Categories
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Tags
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Heading Automate Manual Data Entry: Gmail-Airtable

Schedule a demo

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.

Streamline Email Lead Salesforce Integration

Schedule a demo
Enhance lead management with our Outlook to Salesforce automation. Convert emails to leads instantly, ensuring no opportunity is missed with AI-powered data extraction and record creation.

New email received

Nanonets AI analyzes email content, extracts relevant lead information like name, email, and phone number for processing.

Sync Outlook and Salesforce Pipelines

Create or update lead records in Salesforce with extracted data, ensuring accurate and timely lead management.

Enhance sales pipeline accuracy by automating Outlook event synchronization with Salesforce opportunities using AI-driven workflow integration.

Automated Salesforce Data Deduplication

AI analyzes contact details, identifies potential duplicates in Salesforce, and prepares merged contact information.

Automated Salesforce Data Deduplication

Duplicates are merged, contacts updated, and data quality maintained within Salesforce CRM.

Ensure CRM integrity by automating deduplication of Salesforce contacts from Outlook. AI-powered workflows merge duplicates, enhancing data quality for effective sales decisions.

Outlook integration enhances email and calendar management, ensuring efficient scheduling and communication.

HeadingAutomate Manual Data Entry: Gmail-Airtable

Schedule a demo

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.
Illustration

HeadingAutomate Manual Data Entry: Gmail-Airtable

Schedule a demo

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.
Illustration

HeadingAutomate Manual Data Entry: Gmail-Airtable

Schedule a demo

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.
Illustration

HeadingAutomate Manual Data Entry: Gmail-Airtable

Schedule a demo

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.
Illustration

HeadingAutomate Manual Data Entry: Gmail-Airtable

Schedule a demo

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.
Illustration

HeadingAutomate Manual Data Entry: Gmail-Airtable

Schedule a demo

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Receiving new email with data
Nanonets AI identifies and extracts relevant data from Gmail, processing it for Airtable entry.
Automated data extraction from emails and direct input into corresponding Airtable fields, eliminating manual entry.
Illustration
gdpr, soc2, hipaa compliant

Data security is our top priority

Nanonets prioritises the confidentiality and integrity of your data. As a testament to our commitment, we adhere to stringent compliance standards, including GDPR, SOC 2, and HIPAA. Privacy Policy

Outlook + Salesforce: Nanonets Integrations

Outlook
Salesforce
business use cases

Streamline Email Lead Salesforce Integration

Enhance lead management with our Outlook to Salesforce automation. Convert emails to leads instantly, ensuring no opportunity is missed with AI-powered data extraction and record creation.

New email received

Nanonets AI analyzes email content, extracts relevant lead information like name, email, and phone number for processing.

Sync Outlook and Salesforce Pipelines

Create or update lead records in Salesforce with extracted data, ensuring accurate and timely lead management.

Enhance sales pipeline accuracy by automating Outlook event synchronization with Salesforce opportunities using AI-driven workflow integration.

ai integrations

New Outlook calendar event

AI analyzes event details, categorizes, and matches with Salesforce opportunity fields for synchronization.

Update Salesforce records with event details, ensuring accurate sales pipeline management.

Automate Outlook Customer Interaction Logs

Enhance customer relationship management by automating interaction logs from Outlook to Salesforce with AI-driven workflow automation, saving time and improving data accuracy.

New Outlook email received

AI analyzes email content, identifies customer interactions, extracts relevant data for Salesforce logging.

uncover new possibilities

Contact us to enhance your workflows today

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