Seamlessly sync your CRM and Inbox. When leads or opportunities are updated in Salesforce, our AI Agent automatically drafts or sends emails in Microsoft Outlook instantly.
AI Powered CRM Sync
Track successful deals and lead updates automatically. RhinoAgents monitors your sales pipeline 24/7 for critical changes that require communication.
Keep your communication flowing. Emails are automatically drafted or sent based on your CRM triggers, ensuring timely follow-ups.
Connecting your CRM and Email shouldn't be hard. Follow these 4 simple steps to automate your workflow.
Log in to your Salesforce and Microsoft Outlook accounts securely via RhinoAgents. We use industry-standard OAuth authentication.
Select the specific Salesforce events (Lead Created, Opportunity Won, Task Due) you want to monitor. Our AI will detect updates instantly.
Let our AI Agent automatically match your Salesforce fields (Contact Name, Email, Deal Size) to your Microsoft Outlook email template.
Enable the sync. Your sales emails will now be drafted or sent from Outlook automatically. Track everything from your dashboard.
Automatically detect Salesforce lead updates and send tailored email drafts via Microsoft Outlook in real time with contact history and opportunity value.
When a New Lead is created in Salesforce with status 'Open - Not Contacted', automatically draft a welcome email in Microsoft Outlook. Include the Lead's First Name and Organization. Add a task in Outlook to follow up in 3 days.
Prompt copied to clipboard! You can now paste it into your AI workflow.
Automatically bridge your CRM and email communication. Keep your pipeline moving, reduce manual data entry, and act on leads faster with RhinoAgents.
RhinoAgents.com – Automate Your Sales.
Everything you need to know about connecting Salesforce to Microsoft Outlook using RhinoAgents.
Stop missing important updates today. Join 1000+ businesses using RhinoAgents to automate their sales operations.