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  • PreciseFP logoPreciseFP logo
  • Redtail CRM logoRedtail CRM logo

Microsoft Outlook + PreciseFP + Redtail CRM Integrations

How to connect Microsoft Outlook + PreciseFP + Redtail CRM

Zapier lets you send info between Microsoft Outlook and PreciseFP and Redtail CRM automatically—no code required. With 8,000+ supported apps, the possibilities are endless.

Choose a Trigger
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Choose an Action
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Do even more with Microsoft Outlook + PreciseFP + Redtail CRM

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Microsoft Outlook, PreciseFP, and Redtail CRM. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

    • Calendar

    • Time BeforeRequired

    • Time Before (Unit)Required

    Trigger
    Polling
    Try It
    • Parent FolderRequired

    • Child Folder

    Trigger
    Polling
    Try It
    • Contact Folder

    Trigger
    Polling
    Try It
    • Parent Folder

    • Child Folder

    • Search termsRequired

    • Note

    Trigger
    Polling
    Try It
  • Microsoft Outlook triggers, actions, and search

    Cancelled Calendar Event

    Triggers when an event is cancelled.

    Trigger
    Instant
    Try It
    • Calendar

    Trigger
    Polling
    Try It
    • Shared Inbox

    Trigger
    Polling
    Try It

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How Microsoft Outlook + PreciseFP + Redtail CRM Integrations Work

  1. Step 1: Authenticate Microsoft Outlook, PreciseFP, and Redtail CRM.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
microsoft-outlook logo
microsoft-outlook logo

About Microsoft Outlook

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

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precisefp logo

About PreciseFP

PreciseFP is a data management platform that helps with your data-gathering process and automates your administrative work.

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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.
Triggers & Actions