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.
- When this happens...Activity Updated
Triggers when an activity is updated in your database.
- automatically do this!Send Email
Send an email from your Outlook account.
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Activity Created
Triggers when a new activity is created in your database.
Try ItActivity Updated
Triggers when an activity is updated in your database.
Try ItContact Deleted
Triggers when a new contact is deleted in your database.
Try ItOpportunity Created
Triggers when a new opportunity is created in your database.
Try It
Activity Deleted
Triggers when an activity is deleted in your database.
Try ItContact Created
Triggers when a new contact is created in your database.
Try ItContact Updated
Triggers when an existing contact is updated in your database.
Try ItOpportunity Deleted
Triggers when an opportunity is deleted in your database.
Try It
