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.
Triggers at a specified time before an event in your calendar starts.
Creates a new activity in your database.
Popular Microsoft Outlook + Redtail CRM workflows
Create activities in Redtail from new calendar events in Microsoft Outlook
Create activities in Redtail from new calendar events in Microsoft Outlook
Calendar Event StartTriggers at a specified time before an event in your calendar starts.Trigger- New Calendar EventTriggers when a new event is created in your calendar.Trigger
- New ContactTriggers when a new contact is added to your accountTrigger
- New EmailTriggers when a new e-mail is received in your inbox.Trigger
- Updated Calendar EventTriggers when an event is updated.Trigger
- Create EventCreate an event in the calendar of your choice.Action
- Create ContactCreates a new contact.Action
- Create Draft EmailCreates a draft of an email that can then be reviewed and sent out.Action
- Microsoft Outlook
Send an email from your Outlook account.
Scheduled
Action
- Microsoft Outlook
Updates a contact.
Scheduled
Action
- Microsoft Outlook
Search for a contact.
Scheduled
Action
- Microsoft Outlook
this is the description.
Scheduled
Action
- Redtail CRM
Triggers when a new activity is created in your database.
Instant
Trigger
- Redtail CRM
Triggers when an activity is deleted in your database.
Instant
Trigger
- Redtail CRM
Triggers when an activity is updated in your database.
Instant
Trigger
- Redtail CRM
Triggers when a new contact is created in your database.
Instant
Trigger
- Redtail CRM
Triggers when a new contact is deleted in your database.
Instant
Trigger
- Redtail CRM
Triggers when an existing contact is updated in your database.
Instant
Trigger
- Redtail CRM
Triggers when a new opportunity is created in your database.
Instant
Trigger
- Redtail CRM
Triggers when an opportunity is deleted in your database.
Instant
Trigger
- Redtail CRM
Triggers when an opportunity is updated in your database.
Instant
Trigger
- Redtail CRM
Triggers when a Workflow Step is completed in your database .
Instant
Trigger
- Redtail CRM
Triggers when a Workflow Step Task is completed in your database.
Instant
Trigger
- Redtail CRM
Creates a new activity in your database.
Scheduled
Action
- Redtail CRM
Creates a new contact in your database.
Scheduled
Action
- Redtail CRM
Creates a new opportunity in your database.
Scheduled
Action
- Redtail CRM
Updates and existing activity in your database.
Scheduled
Action
- Redtail CRM
Updates an existing contact in your database.
Scheduled
Action
- Redtail CRM
Updates an existing opportunity in your database.
Scheduled
Action
How Microsoft Outlook + Redtail CRM Integrations Work
- Step 1: Authenticate Microsoft Outlook + Redtail CRM.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
Microsoft Outlook Tutorials
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