Microsoft Outlook + Redtail CRM
Create draft emails in Microsoft Outlook when new contacts are created in Redtail CRM
Create a streamlined workflow between Redtail CRM and Microsoft Outlook. With this setup, when a new contact is added to Redtail CRM, a draft email is instantly prepared in Outlook. This connection aids in immediate and personalized communication, enhancing client management processes. This makes it easier to keep all stakeholders informed without manual data entry, effectively saving time and enhancing efficiency.
Create a streamlined workflow between Redtail CRM and Microsoft Outlook. With this setup, when a new contact is added to Redtail CRM, a draft email is instantly prepared in Outlook. This connection aids in immediate and personalized communication, enhancing client management processes. This makes it easier to keep all stakeholders informed without manual data entry, effectively saving time and enhancing efficiency.
- When this happens...Contact Created
Triggers when a new contact 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.
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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
