Microsoft Exchange + Redtail CRM
Create Redtail CRM Activities from new Microsoft Exchange calendar events
You're so busy. You have no time to waste looking up calendar events and adding them to another platform. That's where this integration comes in. When a new event appears on your Microsoft Exchange calendar, it automatically adds an Activity on Redtail. Your to-do list gets created for you. And you can focus on getting more work done.
You're so busy. You have no time to waste looking up calendar events and adding them to another platform. That's where this integration comes in. When a new event appears on your Microsoft Exchange calendar, it automatically adds an Activity on Redtail. Your to-do list gets created for you. And you can focus on getting more work done.
- When this happens...New Calendar Event
Triggers when a new event is created in your calendar.
- automatically do this!Create Activity
Creates a new activity in your database.
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Calendar
Time BeforeRequired
Time Before (Unit)Required
Try ItContact Folder
Try ItCalendar
Try ItContact Folder
First NameRequired
Last Name
Email Addresses
Business Phones
Home Phones
Mobile Phone
Job Title
Company Name
Department
Business Website URL
File As
Personal Notes
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
New Calendar Event
Triggers when a new event is created in your calendar.
Try ItNew Email
Triggers when a new e-mail is received in your inbox.
Try ItCalendar
SubjectRequired
Start Date & TimeRequired
End Date & TimeRequired
All Day Event?
Description
Show me as Free or Busy
To Email(s)Required
CC Email(s)
BCC Email(s)
SubjectRequired
Body FormatRequired
BodyRequired
Attachment
