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Microsoft Outlook + Redtail CRM

Delete events in Microsoft Outlook when activities are deleted in Redtail CRM

Keep your Redtail CRM and Microsoft Outlook organized by removing any clutter. This workflow takes action when an activity is deleted in Redtail CRM by subsequently removing the corresponding event in your Microsoft Outlook. Save time and maintain a clean, coordinated schedule with this seamless integration.

Keep your Redtail CRM and Microsoft Outlook organized by removing any clutter. This workflow takes action when an activity is deleted in Redtail CRM by subsequently removing the corresponding event in your Microsoft Outlook. Save time and maintain a clean, coordinated schedule with this seamless integration.

  1. When this happens...
    Redtail CRMRedtail CRM
    Activity Deleted

    Triggers when an activity is deleted in your database.

    TriggerInstant
  2. automatically do this!
    Microsoft OutlookMicrosoft Outlook
    Delete Event

    Deletes an existing event.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Redtail CRM triggers, actions, and search

    Activity Created

    Triggers when a new activity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Activity Updated

    Triggers when an activity is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Deleted

    Triggers when a new contact is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Created

    Triggers when a new opportunity is created in your database.

    Trigger
    Instant
    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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