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Set up your first integration
Quickly connect Microsoft Office 365 to Redtail CRM with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Microsoft Office 365 with Redtail CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Calendar Event Start" from Microsoft Office 365.
Add your action
An action happens after the trigger—such as "Create Activity" in Redtail CRM.
You’re connected!
Zapier seamlessly connects Microsoft Office 365 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 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
- 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
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Connect Microsoft Office 365 and Redtail CRM to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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Learn how to automate Microsoft Office 365 on the Zapier blog
Frequently Asked Questions about Microsoft Office 365 + 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 Office 365 and Redtail CRM
How do I connect Microsoft Office 365 with Redtail CRM?
To connect Microsoft Office 365 with Redtail CRM, you need to use a third-party integration platform. Begin by choosing Microsoft Office 365 as your trigger app and set a specific event like 'New Email' or 'New Calendar Event' to start the workflow. Then, select Redtail CRM as the action app to create corresponding actions like 'Create Contact' or 'Update Opportunity.' Follow the step-by-step instructions provided by the integration platform, ensuring that both accounts are authenticated and authorized for data access.
What types of triggers can I use with this integration?
When integrating Microsoft Office 365 with Redtail CRM, you can use various triggers such as a new email received in Outlook, a new calendar event created, or a task completed in Microsoft To-Do. These triggers can then initiate specific actions in Redtail CRM like adding new contacts, updating existing client details, or scheduling follow-up tasks.
Can I update existing contacts in Redtail CRM from Office 365?
Yes, by setting up an integration where an update in your Office 365 contacts serves as a trigger, you can configure the workflow to update corresponding contact information stored within your Redtail CRM. Just select 'Update Contact' as an action when defining your integration setup.
Are there any limitations on the data that can be synced between these two platforms?
While most contact details, calendar events, and emails can be synced from Office 365 to Redtail CRM through our integrations, certain custom fields or unique identifiers in Redtail may not sync unless specifically mapped during setup. It’s important to verify field compatibility when configuring your integrations.
Is it possible to automate email responses using this integration?
We allow automations where you set up a trigger for receiving certain types of emails in Office 365 and define actions such as creating follow-up tasks or notes within Redtail CRM. However, fully automated responses would require additional configurations or tools that handle email processing more directly.
How frequently are updates synced between Microsoft Office 365 and Redtail CRM?
The synchronization frequency depends on how you've configured your integration pathways. Typically, triggers from Office 365 are processed almost instantaneously if set up properly. Conversely, regular syncing intervals might also be scheduled every few hours depending on server load and technical settings applied during your initial configuration.
What should I do if my integrated workflows aren’t functioning properly?
First ensure both platforms are properly authenticated and that any recent changes haven’t affected permissions. Check if all fields used in triggers and actions are correctly mapped between Microsoft Office 365 and Redtail CRM. If issues persist after verification of settings on our platform's dashboard sections for real-time monitoring logs might provide further insight into potential root causes.
