Build HIPAA-compliant automations that sync data across your Microsoft Outlook and Salesforce with AI.

500+ healthcare companies trust Keragon to build HIPAA-compliant automations in a secure way
























Discover popular templates with Microsoft Outlook and Salesforce integration
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Build yourMicrosoft OutlookandSalesforceautomation with AI
Describe what you want to automate in plain English
Explore available triggers and actions
Microsoft Outlook
New email message
Triggers when a new email message is created
trigger
New calendar event
Triggers when a new calendar event is created
trigger
Updated calendar event
Triggers when a calendar event is updated
trigger
Get email messages
Gets a list of email messages
action
Send email
Sends an email
action
Get calendars
Gets a list of the usesr available calendars
action
Create draft email
Creates a draft email
action
Cancel event
Cancels a calendar event in Outlook
action
Create event
Creates a calendar event in Outlook
action
Get contacts
Gets a list of contacts
action
Get supported time zones
Gets a list of supported time zones
action
Get calendar events
Gets a list of the events for the given calendar
action
Create contact
Creates a new contact
action
Forward email
Forwards an email
action
Get free/busy schedules
Gets the free/busy availability information
action
Update event
Updates an existing calendar event in Outlook
action

Salesforce
Field updates
Notifies when a field is getting updated
trigger
New or updated object
Notifies when a new object is created or an existing object is updated
trigger
New object
Notifies when a new object is created
trigger
Get user description
Gets user description
action
Update lead
Updates a Salesforce lead
action
Get lead statuses
Retrieves lead status values, optionally filtered by converted status
action
Get account descirption
Gets account description
action
Get account
Gets account by ID
action
Get fields
Gets the fields of a Salesforce object
action
Create clinical encounter
Creates a clinical encounter
action
Create account
Creates an account
action
Search
Searches for content across your records with flexible matching that finds results even with partial or formatted text
action
Get service resource
Gets details of a service resource
action
Convert lead to account
Converts a Salesforce lead into another object
action
Update event
Updates a Salesforce calendar event
action
Update clinical encounter
Updates a clinical encounter
action
Get editable fields
Gets the editable fields for a lead object
action
Get group
Gets group by ID
action
Get users
Gets all available users for owner assignment
action
Get field updates
Gets updates of a field
action
Get accounts
Gets accounts
action
Update account
Updates an account
action
Get groups
Gets all available groups for owner assignment
action
Get objects
Gets Salesforce objects (system fields only)
action
Get lead
Retrieves a Salesforce lead by its ID
action
Create lead
Creates a Salesforce lead
action
Create opportunity
Creates an opportunity, which is a sale or pending deal
action
Get user
Gets user by ID
action
Search by field
Searches for exact matches in specific fields, best for finding precise values and includes spell correction to handle typos
action
Get new or updated object
Gets new or updated object
action
Get events
Retrieves a list events
action
Update opportunity
Updates a Salesforce opportunity
action
Get leads
Retrieves a list of up to 200 leads, optionally filtered by the lead's email
action
Get group description
Gets group description
action
Create event
Creates a Salesforce calendar event
action
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Build your Microsoft Outlook and Salesforce automation with AI
Microsoft Outlook is an email and calendar service that helps users manage their communications, schedule, and tasks efficiently across devices.
Salesforce is a cloud-based customer relationship management (CRM) platform that provides tools for sales, customer service, marketing automation, analytics, and application development.
FAQ
Yes, Keragon is fully HIPAA-compliant. We implement industry-standard security measures including encryption at rest and in transit, access controls, audit logging, and we sign Business Associate Agreements (BAAs) with all healthcare customers.
Most integrations can be set up in minutes using our no-code workflow builder. Complex custom integrations may take a few hours depending on your requirements. Our team is available to help with implementation.
Absolutely. Our workflow builder allows you to customize every aspect of your integrations including triggers, actions, data mappings, conditional logic, and error handling to match your specific needs.
Keragon includes built-in retry logic and error handling. Failed requests are automatically retried with exponential backoff. You'll receive alerts for persistent failures, and all events are logged for debugging.
Join large healthcare enterprises using Keragon that are strict with HIPAA-compliance.


Real customers. Real value.
From solo practices, large multi-location clinics and all the way up to NASDAQ-listed digital health companies.







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