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  • Redtail CRM logoRedtail CRM logo

Microsoft Outlook + Redtail CRM

Create activities in Redtail CRM for every new event in Microsoft Outlook

Stay organized and never miss a beat with new calendar events from Microsoft Outlook, creating corresponding activities in Redtail CRM. This workflow instantly generates a task in Redtail CRM whenever a new calendar event is scheduled in your Outlook. Perfect for ensuring you always have the full picture, this automation ensures your calendar and CRM software align seamlessly without any manual effort.

Stay organized and never miss a beat with new calendar events from Microsoft Outlook, creating corresponding activities in Redtail CRM. This workflow instantly generates a task in Redtail CRM whenever a new calendar event is scheduled in your Outlook. Perfect for ensuring you always have the full picture, this automation ensures your calendar and CRM software align seamlessly without any manual effort.

  1. When this happens...
    Microsoft OutlookMicrosoft Outlook
    New Calendar Event

    Triggers when a new event is created in your calendar.

    TriggerPolling
  2. automatically do this!
    Redtail CRMRedtail CRM
    Create Activity

    Creates a new activity in your database.

    ActionWrite
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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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microsoft-outlook logo

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