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Microsoft Outlook + Redtail CRM

Create new contacts in Redtail CRM for every new contact in Microsoft Outlook

Streamline your workflow with a seamless contact management process between Microsoft Outlook and Redtail CRM. Once you add a new contact in Outlook, an automation immediately creates the same contact in Redtail CRM. This saves you from manual data entry, ensuring all your contacts are consistently updated across both platforms in real time. Exploit this workflow for smarter, faster and more efficient contact management.

Streamline your workflow with a seamless contact management process between Microsoft Outlook and Redtail CRM. Once you add a new contact in Outlook, an automation immediately creates the same contact in Redtail CRM. This saves you from manual data entry, ensuring all your contacts are consistently updated across both platforms in real time. Exploit this workflow for smarter, faster and more efficient contact management.

  1. When this happens...
    Microsoft OutlookMicrosoft Outlook
    New Contact

    Triggers when a new contact is added to your account

    TriggerScheduled
  2. automatically do this!
    Redtail CRMRedtail CRM
    Create Contact

    Creates a new contact in your database.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Calendar

    • Time BeforeRequired

    • Time Before (Unit)Required

    Trigger
    Scheduled
    Try It
    • Calendar

    Trigger
    Scheduled
    Try It
    • Shared Inbox

    Trigger
    Scheduled
    Try It
  • Microsoft Outlook triggers, actions, and search

    New Flagged Email

    Triggers when a new email is flagged.

    Trigger
    Scheduled
    Try It
    • Parent FolderRequired

    • Child Folder

    Trigger
    Scheduled
    Try It
    • Contact Folder

    Trigger
    Scheduled
    Try It
    • Parent Folder

    • Child Folder

    • Search termsRequired

    • Note

    Trigger
    Scheduled
    Try It
    • Parent Folder

    • Child Folder

    Trigger
    Scheduled
    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.
Learn moreHelp

Related categories

  • Calendar
  • Email
  • Microsoft

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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.

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