Microsoft To Do + Redtail CRM
Create tasks in Microsoft To Do for new Redtail CRM contacts
Effortlessly manage your new contacts in Redtail CRM by automatically creating tasks in Microsoft To Do with this workflow. Once set up, this process is triggered when you add a new contact in Redtail CRM and instantly creates a corresponding task in Microsoft To Do, ensuring you never miss a follow-up or important activity related to your contacts. Streamline your contact management and stay organized with this seamless integration.
Effortlessly manage your new contacts in Redtail CRM by automatically creating tasks in Microsoft To Do with this workflow. Once set up, this process is triggered when you add a new contact in Redtail CRM and instantly creates a corresponding task in Microsoft To Do, ensuring you never miss a follow-up or important activity related to your contacts. Streamline your contact management and stay organized with this seamless integration.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Task
Triggers when a new task is created.
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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
