Loading

Microsoft Outlook + Redtail CRM Integrations

How to connect Microsoft Outlook + Redtail CRM

Zapier lets you send info between Microsoft Outlook and Redtail CRM automatically—no code required.

When this happens...
Microsoft OutlookMicrosoft Outlook
Calendar Event Start

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

automatically do this!
Redtail CRMRedtail CRM
Create Activity

Creates a new activity in your database.

Supported triggers and actions

What does this mean?

How Microsoft Outlook + Redtail CRM Integrations Work

  1. Step 1: Authenticate Microsoft Outlook + Redtail CRM.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.

Microsoft Outlook Tutorials

About Microsoft Outlook

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

Related categories

  • Email
  • Microsoft

Similar Apps

Gmail integrations

Gmail

Email, Google
Zoho Mail integrations

Zoho Mail

Email, Zoho
redtailcrm logo
redtailcrm logo
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.
Learn More

Get started for free

You can't add more hours to the day. Zapier is the next best thing.

Google LogoSign up with Google
Or
By signing up, you agree to Zapier’s
Terms of Service