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Microsoft Office 365 + Redtail CRM

Microsoft Office 365 + Redtail CRM

Microsoft Office 365 + Redtail CRM integrations

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.

  1. When this happens...
    Contact Created
    Contact Created
    Contact CreatedTriggers when a new contact is created in your database.
  2. automatically do this!
    Create Event
    Create Event
    Create EventCreate an event in the calendar of your choice.
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More things you can do with Redtail CRM and Microsoft Office 365

Discover other triggers and actions you can use with Redtail CRM and Microsoft Office 365

  • Redtail CRM triggers, actions, and search
    Activity Created

    Triggers when a new activity is created in your database.

    Trigger
    Instant
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  • Redtail CRM triggers, actions, and search
    Activity Updated

    Triggers when an activity is updated in your database.

    Trigger
    Instant
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  • Redtail CRM triggers, actions, and search
    Contact Deleted

    Triggers when a new contact is deleted in your database.

    Trigger
    Instant
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  • Redtail CRM triggers, actions, and search
    Opportunity Created

    Triggers when a new opportunity is created in your database.

    Trigger
    Instant
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  • Redtail CRM triggers, actions, and search
    Activity Deleted

    Triggers when an activity is deleted in your database.

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

    Triggers when a new contact is created in your database.

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

    Triggers when an existing contact is updated in your database.

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

    Triggers when an opportunity is deleted in your database.

    Trigger
    Instant
    Try It
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About Microsoft Office 365
Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer! Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.
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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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