Engage at the right moment. When a Lead score increases or a Deal stage moves in Salesforce, our AI Agent automatically sends personalized emails or schedules meetings in Outlook.
AI Powered Outreach
Trigger action based on data. RhinoAgents watches for key events in your sales cycle, ensuring that no prospect is left without a follow-up.
Communicate consistently. Emails are sent from your Outlook account, and calendar events are scheduled automatically, keeping your engagement high with zero effort.
Connecting your CRM and email shouldn't be hard. Follow these 4 simple steps to automate your workflow.
Log in to your Salesforce and Outlook accounts securely via RhinoAgents. We use industry-standard OAuth authentication.
Select the specific Salesforce events you want to act on (New Lead Created, Task Overdue, Contract Expiring). Our AI detects the right moment.
Let our AI Agent personalize your Outlook emails using data from Salesforce (First Name, Company Name, Industry) for high-impact communication.
Enable the sync. Your automated emails and invites will now flow from Salesforce to Outlook. Track engagement from your dashboard.
Automatically create a calendar event in Outlook when a 'Meeting' task is created in Salesforce, inviting all contacts associated with the Opportunity.
When a Lead status changes to 'Qualified' in Salesforce, draft an introductory email in Microsoft Outlook addressed to the Lead's email. Use the template 'Intro Call Request' and personalize it with the Lead's First Name and Company. Save it to drafts for my review.
Prompt copied to clipboard! You can now paste it into your AI workflow.
Ensure consistent communication without the manual grunt work. Drive more meetings and closings with RhinoAgents connecting Salesforce to Outlook.
RhinoAgents.com – Automate Your Outreach.
Everything you need to know about connecting Salesforce to Outlook using RhinoAgents.
Send timely, personalized emails without lifting a finger. Join smart sales teams using RhinoAgents.