Microsoft Office 365 + Redtail CRM integrations
Create activities in Redtail CRM for new calendar events in Microsoft Office 365
When a new event is added to your Microsoft Office 365 calendar, ensure you don't miss a thing by having that information instantly recorded in Redtail CRM as an activity. This workflow streamlines your event tracking process, saving you the hassle of manual data entry and keeping your Redtail CRM activities up-to-date with your latest calendar events.
- When this happens...New Calendar EventTriggers when a new event is created in your calendar.
- automatically do this!Create ActivityCreates a new activity in your database.
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More things you can do with Microsoft Office 365 and Redtail CRM
Discover other triggers and actions you can use with Microsoft Office 365 and Redtail CRM
- Calendar
- Time BeforeRequired
- Time Before (Unit)Required
Try ItTriggerPolling- Calendar
Try ItTriggerPolling- Shared Inbox
Try ItTriggerPolling- New Flagged Email
Triggers when a new email is flagged.
Try ItTriggerPolling
- Shared Inbox
- Parent FolderRequired
- Child Folder
Try ItTriggerPolling- Contact Folder
Try ItTriggerPolling- Parent Folder
- Child Folder
- Search termsRequired
- Note
Try ItTriggerPolling- Parent Folder
- Child Folder
Try ItTriggerPolling
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.
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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