AI-native automation
Connect Microsoft Outlook and Salesforce with AI
Pick any two tools and Caddi runs the loop between them end-to-end — no complicated workflow builder, no IT ticket.
- Doesn't break. Caddi reads intent, so when fields move or UIs change, your loop keeps running.
- Screenshare to set up, chat to improve. Show Caddi once on a screenshare. Tweak it later by chat — no workflow builder to re-architect.
SOC 2 attested · Human-in-the-loop · Full audit trail · 70+ tools across legal, finance, and operations
Practical ways to use Microsoft Outlook and Salesforce together
- 01
Create record in Salesforce when new email in Microsoft Outlook.
Caddi watches Microsoft Outlook for new email and create record in Salesforce — no copy-paste, no missed records.
- 02
Send email in Microsoft Outlook when new record in Salesforce.
Caddi watches Salesforce for new record and send email in Microsoft Outlook so the two systems stay in lockstep.
- 03
Update record in Salesforce from Microsoft Outlook events.
When new event happens in Microsoft Outlook, Caddi update record in Salesforce with the right context attached.
One continuous loop.
- 01Measure
Caddi watches how the work gets done today.
- 02Create
You screenshare it once. The loop ships.
- 03Improve
Caddi flags upgrades to existing loops and new automations to deploy.
Actions Caddi can take across Microsoft Outlook and Salesforce
- Microsoft Outlook
New email
Triggers when a new email arrives in your inbox.
- Microsoft Outlook
New event
Triggers when a new event is added to your calendar.
- Microsoft Outlook
Flag set on email
Triggers when you flag a message for follow-up.
- Microsoft Outlook
Send email
Send a new email from your Outlook account.
- Microsoft Outlook
Reply to email
Reply to an existing email thread.
- Microsoft Outlook
Forward email
Forward an existing email to one or more recipients.
- Microsoft Outlook
Create event
Add a new calendar event with attendees and reminders.
- Microsoft Outlook
Move message
Move an email between folders.
- Salesforce
New record
Triggers when a new record of a chosen object is created.
- Salesforce
Updated record
Triggers when a record of a chosen object is updated.
- Salesforce
Field on record updated
Triggers when a specific field on a record changes.
- Salesforce
New outbound message
Triggers when Salesforce sends a configured outbound message.
- Salesforce
Create record
Add a new record of any Salesforce object with custom fields.
- Salesforce
Update record
Modify fields on an existing record.
- Salesforce
Find record
Search records by SOQL or field/value lookup.
- Salesforce
Add to campaign
Add a lead or contact to a campaign.
- Salesforce
Convert lead to contact
Convert a Salesforce lead with optional account and opportunity.
- Salesforce
Send email
Send an email through Salesforce's email action.
Common questions
How does Caddi connect Microsoft Outlook and Salesforce?
Microsoft Outlook and Salesforce just run together. All it takes is showing us how you use them — one screenshare, no workflow builder to wire up. Caddi turns the demo into a verified loop and runs it against Microsoft Outlook and Salesforce end-to-end.
Do I need engineering help?
No. Whoever does the work today shows it once on a call. Caddi builds the loop. No code, no IT ticket.
Is my data safe?
Yes. Caddi is SOC 2 attested. The AI watches and builds the automation, but once the loop ships it runs deterministically — no model in the loop at runtime.
Can Caddi connect Microsoft Outlook and Salesforce to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first Microsoft Outlook + Salesforce loop is live, Caddi suggests other tools and other workflows to fold in.
How fast can it go live?
Typical first loops ship within a week of the screenshare. The Caddi team reviews every loop before it runs in production.
Ready to automate Microsoft Outlook and Salesforce?
Drop your work email and we'll show you Caddi running end-to-end against Microsoft Outlook, Salesforce, and the rest of your stack.