Microsoft Outlook + Redtail CRM

Update and send emails in Microsoft Outlook when activities are updated in Redtail CRM

Stay updated on client activities in Redtail CRM with email notifications in Microsoft Outlook. As soon as there's an update in client activity on Redtail CRM, an email is sent through Outlook, keeping you instantly informed of changes. It's a simple way to maintain a smooth client relationship through efficient and timely updates, without the need for manual monitoring.

Stay updated on client activities in Redtail CRM with email notifications in Microsoft Outlook. As soon as there's an update in client activity on Redtail CRM, an email is sent through Outlook, keeping you instantly informed of changes. It's a simple way to maintain a smooth client relationship through efficient and timely updates, without the need for manual monitoring.

  1. When this happens...
    Redtail CRMRedtail CRM
    Activity Updated

    Triggers when an activity is updated in your database.

    TriggerInstant
  2. automatically do this!
    Microsoft OutlookMicrosoft Outlook
    Send Email

    Send an email from your Outlook account.

    ActionWrite
Start free with email
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Supported triggers and actions

  • Redtail CRM triggers, actions, and search

    Activity Deleted

    Triggers when an activity is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Created

    Triggers when a new contact is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Updated

    Triggers when an existing contact is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Deleted

    Triggers when an opportunity is deleted in your database.

    Trigger
    Instant
    Try It
microsoft-outlook logo
microsoft-outlook logo

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
Learn more

Related categories

  • Calendar
  • Email
  • Microsoft

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redtailcrm logo
redtailcrm logo

About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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