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.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Draft Email
Creates a draft of an email that can then be reviewed and sent out.
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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
