Create Microsoft Office 365 events from new Redtail CRM contacts
Effortlessly manage your events and new contacts with this seamless workflow. When a new contact is created in Redtail CRM, an event will be scheduled in your Microsoft Office 365 calendar. Stay organized and up-to-date by having your contact information and meetings in sync, saving you time and enhancing your productivity.
Effortlessly manage your events and new contacts with this seamless workflow. When a new contact is created in Redtail CRM, an event will be scheduled in your Microsoft Office 365 calendar. Stay organized and up-to-date by having your contact information and meetings in sync, saving you time and enhancing your productivity.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Event
Create an event in the calendar of your choice.
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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