Microsoft Exchange + Redtail CRM
Create emails in Microsoft Exchange for new contacts in Redtail CRM
Easily stay connected with new contacts in Redtail CRM by sending them a welcome email via Microsoft Exchange. With this workflow, whenever a new contact is created in Redtail CRM, a personalized email will be sent to them using Microsoft Exchange. Save time on manual tasks and make a great first impression with automatic email communication.
Easily stay connected with new contacts in Redtail CRM by sending them a welcome email via Microsoft Exchange. With this workflow, whenever a new contact is created in Redtail CRM, a personalized email will be sent to them using Microsoft Exchange. Save time on manual tasks and make a great first impression with automatic email communication.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Send Email
Send an email from your Exchange 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
