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Microsoft Office 365 + Redtail CRM

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.

  1. When this happens...
    Redtail CRMRedtail CRM
    Contact Created

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    Microsoft Office 365Microsoft Office 365
    Create Event

    Create an event in the calendar of your choice.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Redtail CRM triggers, actions, and search

    Activity Created

    Triggers when a new activity is created in your database.

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

    Activity Updated

    Triggers when an activity is updated in your database.

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

    Contact Deleted

    Triggers when a new contact is deleted in your database.

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

    Opportunity Created

    Triggers when a new opportunity is created in your database.

    Trigger
    Instant
    Try It
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office-365 logo

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.
Learn moreHelp

Related categories

  • Email
  • Microsoft

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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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