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Microsoft Office 365 + Redtail CRM

Microsoft Office 365 + Redtail CRM

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.

  1. When this happens...
    New Calendar Event
    New Calendar Event
    New Calendar EventTriggers when a new event is created in your calendar.
  2. automatically do this!
    Create Activity
    Create Activity
    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 Before
      Required
    • Time Before (Unit)
      Required
    Trigger
    Polling
    Try It
    • Calendar
    Trigger
    Polling
    Try It
    • Shared Inbox
    Trigger
    Polling
    Try It
  • Microsoft Office 365 triggers, actions, and search
    New Flagged Email

    Triggers when a new email is flagged.

    Trigger
    Polling
    Try It
    • Shared Inbox
    • Parent Folder
      Required
    • Child Folder
    Trigger
    Polling
    Try It
    • Contact Folder
    Trigger
    Polling
    Try It
    • Parent Folder
    • Child Folder
    • Search terms
      Required
    • Note
    Trigger
    Polling
    Try It
    • Parent Folder
    • Child Folder
    Trigger
    Polling
    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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