Microsoft Outlook

Microsoft Outlook + Redtail CRM Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Microsoft Outlook and Redtail CRM, with as many as 25 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Microsoft Outlook + Redtail CRM and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
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New Email

Triggers when a new e-mail is received in your inbox.

Create Event

Create an event in the calendar of your choice.

Calendar Event Start

Triggers at a specified time before an event in your calendar starts.

Send Email

Send an email from your Outlook account.

New Activity

Triggers when a new activity is created.

Create New Activity

Creates a new activity.

New Contact

Triggers when a new contact is created.

Create New Contact

Creates a new contact.

New Calendar Event

Triggers when a new event is created in your calendar.

Update Contact

Updates a contact.

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

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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.

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