Microsoft Outlook + Redtail CRM
Keep contacts updated in Microsoft Outlook when Redtail CRM contacts change
Keep your Redtail CRM and Microsoft Outlook contacts up-to-date with this seamless workflow. Whenever a contact is updated in Redtail CRM, the corresponding contact in Microsoft Outlook will be updated, ensuring that you have the most accurate and current information across both platforms. Enjoy a more organized and efficient contact management experience with this time-saving automation.
Keep your Redtail CRM and Microsoft Outlook contacts up-to-date with this seamless workflow. Whenever a contact is updated in Redtail CRM, the corresponding contact in Microsoft Outlook will be updated, ensuring that you have the most accurate and current information across both platforms. Enjoy a more organized and efficient contact management experience with this time-saving automation.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Update Contact
Updates a contact.
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Activity Created
Triggers when a new activity is created in your database.
Try ItActivity Updated
Triggers when an activity is updated in your database.
Try ItContact Deleted
Triggers when a new contact is deleted in your database.
Try ItOpportunity Created
Triggers when a new opportunity is created in your database.
Try It
Activity Deleted
Triggers when an activity is deleted in your database.
Try ItContact Created
Triggers when a new contact is created in your database.
Try ItContact Updated
Triggers when an existing contact is updated in your database.
Try ItOpportunity Deleted
Triggers when an opportunity is deleted in your database.
Try It
