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Microsoft Outlook + Redtail CRM

Create Microsoft Outlook events when activities are deleted in Redtail CRM

Ensure your Microsoft Outlook schedule reflects any changes made in Redtail CRM with this seamless workflow. When an activity is deleted in Redtail CRM, a corresponding event is promptly erased from your Microsoft Outlook. Enhance your task management efficiency and time utilization by minimizing manual tracing, and experience the effortless connection between your Redtail CRM and Microsoft Outlook.

Ensure your Microsoft Outlook schedule reflects any changes made in Redtail CRM with this seamless workflow. When an activity is deleted in Redtail CRM, a corresponding event is promptly erased from your Microsoft Outlook. Enhance your task management efficiency and time utilization by minimizing manual tracing, and experience the effortless connection between your Redtail CRM and Microsoft Outlook.

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

    Triggers when an activity is deleted in your database.

    TriggerInstant
  2. automatically do this!
    Microsoft OutlookMicrosoft Outlook
    Create Event

    Create an event in the calendar of your choice.

    ActionWrite
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Supported triggers and actions

  • Redtail CRM triggers, actions, and search

    Activity Created

    Triggers when a new activity is created in your database.

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

    Activity Updated

    Triggers when an activity is updated in your database.

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

    Contact Deleted

    Triggers when a new contact is deleted in your database.

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

    Opportunity Created

    Triggers when a new opportunity is created in your database.

    Trigger
    Instant
    Try It
  • 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
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About Microsoft Outlook

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

Related categories

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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