Microsoft Outlook + Redtail CRM
Create activities in Redtail from new calendar events in Microsoft Outlook
Integrating your calendar into your other workflows used to mean to juggling apps, followed by lots of copying and pasting. Now you can skip that hassle with this integration. Automatically create a new activity in Redtail when a new event is created in your calendar in Microsoft Outlook and keep your schedule up to date, hands-free.
Integrating your calendar into your other workflows used to mean to juggling apps, followed by lots of copying and pasting. Now you can skip that hassle with this integration. Automatically create a new activity in Redtail when a new event is created in your calendar in Microsoft Outlook and keep your schedule up to date, hands-free.
- When this happens...New Calendar Event
Triggers when a new event is created in your calendar.
- automatically do this!Create Activity
Creates a new activity in your database.
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