Microsoft Outlook + Redtail CRM
Send emails in Microsoft Outlook when workflow steps are completed in Redtail CRM
Once a workflow step is finalized in Redtail CRM, streamline your process by having an email promptly sent via Microsoft Outlook. This automation simplifies task completion updates, allowing you to focus on what's next. Enhance productivity and keep team members up to speed effortlessly, saving valuable time and resources.
Once a workflow step is finalized in Redtail CRM, streamline your process by having an email promptly sent via Microsoft Outlook. This automation simplifies task completion updates, allowing you to focus on what's next. Enhance productivity and keep team members up to speed effortlessly, saving valuable time and resources.
- When this happens...Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
- automatically do this!Send Email
Send an email from your Outlook account.
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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
