Connect Microsoft Outlook and Redtail CRM to power AI-driven automation

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
9,000+ apps, 450+ AI tools
Free tier available

Choose a Trigger

Choose an Action

Launch your first automated workflow

Start with a template that brings Microsoft Outlook and Redtail CRM together. Build enterprise-grade automation in minutes.

Our most popular template

Create emails in Microsoft Outlook for new activities in Redtail CRM
Details
Try it
Redtail CRM + Microsoft Outlook
Create activities in Redtail from new calendar events in Microsoft Outlook
Details
Try it
Microsoft Outlook + Redtail CRM
Create Redtail CRM activities from new flagged emails in Microsoft Outlook
Details
Try it
Microsoft Outlook + Redtail CRM
Create Microsoft Outlook events for new Redtail CRM activities
Details
Try it
Redtail CRM + Microsoft Outlook
Keep contacts updated in Microsoft Outlook when Redtail CRM contacts change
Details
Try it
Redtail CRM + Microsoft Outlook
Create draft emails in Microsoft Outlook for new Redtail CRM activities
Details
Try it
Redtail CRM + Microsoft Outlook

Create emails in Microsoft Outlook for new activities in Redtail CRM

Details

Try it

Redtail CRM + Microsoft Outlook

Create activities in Redtail from new calendar events in Microsoft Outlook

Details

Try it

Microsoft Outlook + Redtail CRM

Create Redtail CRM activities from new flagged emails in Microsoft Outlook

Details

Try it

Microsoft Outlook + Redtail CRM

Create Microsoft Outlook events for new Redtail CRM activities

Details

Try it

Redtail CRM + Microsoft Outlook

Keep contacts updated in Microsoft Outlook when Redtail CRM contacts change

Details

Try it

Redtail CRM + Microsoft Outlook

Create draft emails in Microsoft Outlook for new Redtail CRM activities

Details

Try it

Redtail CRM + Microsoft Outlook

Create new contacts in Redtail CRM for every new contact in Microsoft Outlook
Details
Try it
Microsoft Outlook + Redtail CRM
Create draft emails in Microsoft Outlook when new contacts are created in Redtail CRM
Details
Try it
Redtail CRM + Microsoft Outlook

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Microsoft Outlook with Redtail CRM - no code necessary. See how you can get setup in minutes.

100%

Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Calendar Event Start" from Microsoft Outlook.

Add your action

An action happens after the trigger—such as "Create Activity" in Redtail CRM.

You’re connected!

Zapier seamlessly connects Microsoft Outlook and Redtail CRM, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Calendar
- Time Before
  Required
- Time Before (Unit)
  Required
Trigger
Polling
Try It
- Shared Inbox
- Parent Folder
- Child Folder
Trigger
Polling
Try It
- Contact Folder
Trigger
Polling
Try It
- Parent Folder
- Child Folder
- Search terms
  Required
- Note
Trigger
Polling
Try It
New Flagged Email
Triggers when a new email is flagged.
Trigger
Polling
Try It

- Calendar
Trigger
Polling
Try It
- Event
- Merge with existing attendees?
- Attendees
Action
Write

- Distribution list
  Required
- User email
  Required
Action
Write
- Calendar
- Subject
  Required
- Start Date & Time
  Required
- End Date & Time
  Required
- Location Name
- Sensitivity
- Attendees
- Is this an All Day Event?
- Description
- Show me as Free or Busy
- Is this an Online Meeting?
- Enable Reminder
- Categories
Action
Write
- Shared Mailbox
- To Email(s)
  Required
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- Subject
  Required
- Body Format
  Required
- Body
  Required
- Attachment
- Action for Files Larger Than 150MB
Action
Write
- Shared Mailbox
- Folder Name
  Required
- Parent Folder
Action
Write
- Shared Mailbox
- Email ID
  Required
Action
Write
- Shared Mailbox
- Email ID
  Required
- Flag Action
  Required
Action
Write
- Shared Mailbox
- Email ID
  Required
- Mark as
  Required
Action
Write
- Shared Mailbox
- Categories to Remove
  Required
- Email ID
  Required
Action
Write
- Send From (Shared Mailbox)
- Draft Email ID
  Required
Action
Write
- Shared Mailbox
- Email ID
  Required
- Importance
  Required
Action
Write
- Contact Folder
- Contact
  Required
- First Name
- Last Name
- EmailAddresses
- BusinessPhones
- HomePhones
- MobilePhone
- JobTitle
- CompanyName
- Department
- Business Website URL
- PersonalNotes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- Calendar
- SearchTerm
  Required
- Start Date & Time
- End Date & Time
Action
Search
- Search_info
- Search Value
  Required
Action
Search
- Group email address or ID
  Required
- Search Term
- Start Date & Time
- End Date & Time
Action
Search
- Calendar
- Start Date & Time
  Required
- End Date & Time
  Required
- Select Fields
Action
Search
Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
Try It
Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
Try It
Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
Try It
- Linked To
Trigger
Polling
Try It
Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
Try It
Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
Try It
- Subject
  Required
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- Name
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- ID
  Required
- First Name
- Last Name
- Contact Status
- Contact Category
- Contact Source
- Keywords
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
Action
Write
- Search Instructions
- Search Start Date
  Required
- Search End Date
  Required
- Subject
- Contact ID
- Users
Action
Search
- Search Instructions
- Search Start Date
  Required
- Search End Date
  Required
- Subject
  Required
- Contact ID
- Users
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Search or write

Cancelled Calendar Event
Triggers when an event is cancelled.
Trigger
Instant
Try It
- Calendar
Trigger
Polling
Try It
- Parent Folder
- Child Folder
Trigger
Polling
Try It
- Shared Mailbox
  Required
- Parent Folder
- Child Folder
Trigger
Polling
Try It
- Shared Inbox
- Parent Folder
- Child Folder
Trigger
Polling
Try It
- Contact Folder
Trigger
Polling
Try It
- Email ID
  Required
- Categories
  Required
- Mark as Read
Action
Write
- Shared Mailbox
- Destination Folder
  Required
- Email ID
  Required
Action
Write
- Contact Folder
- First Name
  Required
- Last Name
- EmailAddresses
- BusinessPhones
- HomePhones
- MobilePhone
- JobTitle
- CompanyName
- Department
- Business Website URL
- FileAs
- PersonalNotes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- Shared Mailbox
- Email ID
  Required
- To Email(s)
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- Subject
- Body Format
- Body
- Attachment
- Action for Files Larger Than 150MB
- Reply to All
Action
Write
- Contact to Delete
  Required
Action
Write
- Event
  Required
Action
Write
- Send From (Shared Mailbox)
- Email ID
  Required
- To Recipients
  Required
- Comment
Action
Write
- Email ID
  Required
- Destination Folder
  Required
Action
Write
- Email ID
  Required
- Comment
Action
Write
- Send From (Shared Mailbox)
- To Email(s)
  Required
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- Subject
  Required
- Body Format
  Required
- Body
  Required
- Attachments
- Action for Files Larger Than 150MB
Action
Write
- Event
- Subject
- Start Date & Time
- End Date & Time
- All Day Event?
- Is Online Meeting?
- Hide attendees list?
- Description
- Show me as Free or Busy
- The importance of the event
- Merge with existing attendees?
- Attendees
- Categories
- Location
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Contact Folder
- First Name
- Last Name
- Email
Action
Search
- Folder_info
- Folder
  Required
- Search Terms
- From Address
- Start Date
- End Date
Action
Search
- Shared Mailbox
- Email ID
  Required
- Attachment ID
  Required
Action
Search
- Contact Folder
- First Name
  Required
- Last Name
- Email
- BusinessPhones
- HomePhones
- MobilePhone
- JobTitle
- CompanyName
- Department
- Business Website URL
- FileAs
- PersonalNotes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Search or write
Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
Try It
Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
Try It
Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
Try It
Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
Try It
Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
Try It
Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Contact Status
- Contact Category
- Contact Source
- Keywords
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Write
- ID
  Required
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- ID
  Required
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- Search Instructions
- Name
- Email
- Phone Number
Action
Search
- Search Instructions
- Name
- Email
- Phone Number
- First Name
  Required
- Last Name
  Required
- Contact Status
- Contact Category
- Contact Source
- Keywords
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Search or write

For AI agents & developers

Use Microsoft Outlook and Redtail CRM with AI agents and code

Beyond Zap workflows. Call Microsoft Outlook and Redtail CRM actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Microsoft Outlook and Redtail CRM actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Add Attendees to Calendar Event
Create Activity

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Microsoft Outlook and Redtail CRM actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* microsoft-outlook / redtailcrm action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Practical ways you can use Microsoft Outlook and Redtail CRM

Add new Redtail contacts to Outlook.

When a new contact is added in Redtail CRM, Zapier can automatically create a new contact in Microsoft Outlook. This ensures your contact lists stay synchronized without manual data entry, improving accuracy and saving time.

Business Owner

Try it

Sync important emails to Redtail as activities.

Zapier can create a new activity in Redtail CRM whenever a flagged email is received in Microsoft Outlook. This helps customer support teams centralize critical client communications and collaborate more efficiently.

Customer Support Ops

Try it

Add Redtail leads to Outlook as contacts.

When a new lead is created in Redtail CRM, Zapier can automatically add it to Microsoft Outlook contacts. This ensures contact information is readily accessible for email marketing or outreach, reducing manual data handling.

Marketing & Marketing Ops

Try it

Learn how to automate Microsoft Outlook on the Zapier blog

Make work flow with AI

Level up your Microsoft Outlook to Redtail CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Microsoft Outlook + Redtail CRM integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Outlook and Redtail CRM

How do I connect Microsoft Outlook to Redtail CRM for email synchronization?

To establish a connection between Microsoft Outlook and Redtail CRM, you need to use third-party tools that facilitate integration through triggers and actions. Our platform offers seamless solutions where an incoming email in Outlook can be set as a trigger, prompting an action like creating a new contact or logging the email in Redtail CRM.

Can I automatically create contacts in Redtail CRM from emails received in Outlook?

Yes, by setting up an integration where receiving an email in Microsoft Outlook serves as a trigger, you can automate the creation of new contacts in Redtail CRM. This requires configuring specific actions that extract contact information from emails.

Is it possible to log calendar events into Redtail CRM from Microsoft Outlook?

Absolutely, you can synchronize calendar events by setting a trigger for new or updated events in Outlook. This trigger can then initiate actions such as logging these appointments directly into your Redtail CRM calendar.

How are tasks managed between Microsoft Outlook and Redtail CRM using integrations?

Tasks in Microsoft Outlook can be managed by setting triggers such as task creation or completion. These triggers can prompt actions like updating task statuses or creating corresponding tasks within Redtail CRM, ensuring both platforms are consistently updated.

What happens if I delete an event in Microsoft Outlook that was synced to Redtail CRM?

If an event originally created or updated via our integration is deleted in Microsoft Outlook, you need to set up a specific trigger-action pair that also removes it from your Redtail CRM to maintain synchronized records across both platforms.

Can we customize which parts of the data sync between Microsoft Outlook and Redtail?

Yes, customization is key with our solutions; you can specify which data points should sync between the two applications by defining precise triggers and corresponding actions according to your workflow requirements.

Do I need technical expertise to set up the integration between these tools?

Not at all. We have designed our platform to be user-friendly and intuitive. Setting up triggers and actions requires no coding experience. Our step-by-step guide walks you through linking your accounts easily.

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.

Learn moreLearn moreHelpHelp

Related categories

Calendar

Microsoft

Similar apps

Gmail

Email, Google

Zoho Mail

Email, Zoho

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.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect Microsoft Outlook and Redtail CRM to power AI-driven automation

Launch your first automated workflow

Create emails in Microsoft Outlook for new activities in Redtail CRM

Create activities in Redtail from new calendar events in Microsoft Outlook

Create Redtail CRM activities from new flagged emails in Microsoft Outlook

Create Microsoft Outlook events for new Redtail CRM activities

Keep contacts updated in Microsoft Outlook when Redtail CRM contacts change

Create draft emails in Microsoft Outlook for new Redtail CRM activities

Create emails in Microsoft Outlook for new activities in Redtail CRM

Create activities in Redtail from new calendar events in Microsoft Outlook

Create Redtail CRM activities from new flagged emails in Microsoft Outlook

Create Microsoft Outlook events for new Redtail CRM activities

Keep contacts updated in Microsoft Outlook when Redtail CRM contacts change

Create draft emails in Microsoft Outlook for new Redtail CRM activities

Create new contacts in Redtail CRM for every new contact in Microsoft Outlook

Create draft emails in Microsoft Outlook when new contacts are created in Redtail CRM

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use Microsoft Outlook and Redtail CRM with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use Microsoft Outlook and Redtail CRM

Add new Redtail contacts to Outlook.

Sync important emails to Redtail as activities.

Add Redtail leads to Outlook as contacts.

Learn how to automate Microsoft Outlook on the Zapier blog

How to add Microsoft Outlook events to Google Calendar

Automatically copy events from one Microsoft Outlook calendar to another

How to create Microsoft Outlook calendar events from a Google Sheet

Make work flow with AI

Frequently Asked Questions about Microsoft Outlook + Redtail CRM integrations

Connect Microsoft Outlook to Redtail CRM on the world's largest no-code automation platform