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Microsoft Outlook + Redtail CRM

Create Microsoft Outlook events for new Redtail CRM activities

Effortlessly synchronize your Redtail CRM activities with Microsoft Outlook events using this seamless workflow. When a new activity is created in Redtail CRM, this automation creates a corresponding event in Microsoft Outlook, streamlining your schedule management and organization. Say goodbye to manual data entry and enhance your work process with this powerful integration.

Effortlessly synchronize your Redtail CRM activities with Microsoft Outlook events using this seamless workflow. When a new activity is created in Redtail CRM, this automation creates a corresponding event in Microsoft Outlook, streamlining your schedule management and organization. Say goodbye to manual data entry and enhance your work process with this powerful integration.

  1. When this happens...
    Redtail CRMRedtail CRM
    Activity Created

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    Microsoft OutlookMicrosoft Outlook
    Create Event

    Create an event in the calendar of your choice.

    ActionWrite
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Supported triggers and actions

  • Redtail CRM triggers, actions, and search

    Activity Deleted

    Triggers when an activity is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Created

    Triggers when a new contact is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Updated

    Triggers when an existing contact is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Deleted

    Triggers when an opportunity is deleted in your database.

    Trigger
    Instant
    Try It
microsoft-outlook logo
microsoft-outlook logo

About Microsoft Outlook

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

Related categories

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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.