Microsoft Office 365 + Redtail CRM
Create Microsoft Office 365 events for new Redtail CRM activities
Stay on top of your Redtail CRM activities by automatically creating corresponding events in Microsoft Office 365 with this efficient workflow. Whenever a new activity is created in Redtail CRM, an event will be seamlessly generated in your Office 365 calendar, ensuring you never miss an important task and keeping your schedule organized, all without manual intervention.
Stay on top of your Redtail CRM activities by automatically creating corresponding events in Microsoft Office 365 with this efficient workflow. Whenever a new activity is created in Redtail CRM, an event will be seamlessly generated in your Office 365 calendar, ensuring you never miss an important task and keeping your schedule organized, all without manual intervention.
- When this happens...Activity Created
Triggers when a new activity 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
