Integrate Microsoft Outlook Calendar with Salesforce Using Pabbly Connect

Learn how to instantly add Microsoft Outlook Calendar events for new Salesforce tasks using Pabbly Connect in this detailed tutorial. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Integration

To start integrating Microsoft Outlook Calendar with Salesforce, you need to access Pabbly Connect. Begin by signing into your Pabbly account and navigating to the Pabbly Connect dashboard.

Once on the dashboard, look for the blue button labeled ‘Create Workflow’ on the right side. Click on it to begin creating your automation workflow.

2. Create a Workflow in Pabbly Connect

After clicking the ‘Create Workflow’ button, you will be prompted to name your workflow. For this integration, name it something like ‘Instantly Add Microsoft Outlook Calendar Events for New Salesforce Task’ and click on the ‘Create’ button.

Now you will see a blank workflow screen with two main sections: Trigger and Action. In this case, the trigger application will be Salesforce, where the event will take place, and the action application will be Microsoft Outlook Calendar.

• Click on ‘Connect’ to link Salesforce with Pabbly Connect.
• Authorize Pabbly Connect to access your Salesforce account.
• Select the event type as ‘New Task’ from Salesforce.

Once you have set up the trigger, you can proceed to create a new task in Salesforce to test the integration.

3. Create a New Task in Salesforce

With Pabbly Connect set up to listen for new tasks, go to your Salesforce account and select the ‘Contacts’ tab. Choose a contact, for example, ‘Sam George,’ and create a new task with a subject like ‘Prepare Presentation’ and assign a due date.

After creating the task, return to Pabbly Connect and click on ‘Save and Send Test Request.’ This will fetch the newly created task details, including the status and activity date.

• Ensure the task is created successfully before proceeding.
• Verify that the task details are correctly fetched in Pabbly Connect.
• Make a note of the activity date for use in the next steps.

Now that the task has been created and verified, you can set up the action to create an event in Microsoft Outlook Calendar.

4. Set Up Action to Create Event in Microsoft Outlook Calendar

In the action section of your workflow, select Microsoft Office 365 as the application for creating an event. Type ‘Create Event’ in the search bar and click on connect.

Authorize Pabbly Connect to access your Microsoft Office account. Once connected, you will be prompted to fill in various fields for the event creation.

Map the start and end dates using the formatted date from Salesforce. Use the task subject as the event title. Set reminders and additional options as needed.

After filling in all required fields, click on ‘Save and Send Test Request’ to create the event in your Outlook Calendar.

5. Test and Finalize the Integration

After executing the final test request, check your Microsoft Outlook Calendar to confirm that the event has been created successfully. Look for the event titled ‘Prepare Presentation’ with the correct date and time.

If everything looks correct, your integration is complete! You have successfully set up Pabbly Connect to automatically create Outlook Calendar events based on new tasks in Salesforce.

Review all steps to ensure accuracy. Consider adding additional applications to your workflow for further automation. Utilize Pabbly Connect for other integrations as needed.

With this integration, you can streamline your task management and ensure that all important events are automatically added to your calendar.

Conclusion

In this tutorial, you learned how to use Pabbly Connect to integrate Microsoft Outlook Calendar with Salesforce, allowing for automatic event creation upon new task creation. This automation simplifies task management and enhances productivity.