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Microsoft Outlook + Redtail CRM

Create draft emails in Microsoft Outlook for new Redtail CRM activities

Effortlessly stay on top of your emails with this Redtail CRM to Microsoft Outlook automation. When a new activity is created in Redtail CRM, a draft email will be generated in Microsoft Outlook, ensuring you're always prepared to communicate with your prospects and clients. Save time with this efficient workflow and never miss a beat when managing your interactions.

Effortlessly stay on top of your emails with this Redtail CRM to Microsoft Outlook automation. When a new activity is created in Redtail CRM, a draft email will be generated in Microsoft Outlook, ensuring you're always prepared to communicate with your prospects and clients. Save time with this efficient workflow and never miss a beat when managing your interactions.

  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 Draft Email

    Creates a draft of an email that can then be reviewed and sent out.

    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
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About Microsoft Outlook

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

Related categories

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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.