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

Microsoft Outlook

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.

Redtail CRM

Liz Leeseberg

Anytime a new calendar event is created in Microsoft Outlook, create activity in Redtail CRM.

Create activity in Redtail CRM when new calendar event in Microsoft Outlook

“Anytime a new calendar event is created in Microsoft Outlook, create activity in Redtail CRM.”

Trusted at companies large and small

This Zap works in 2 steps …

Anytime a new calendar event is created in Microsoft Outlook

Create activity in Redtail CRM

This Zap uses the following 2 apps

Microsoft Outlook

Redtail CRM

Microsoft Outlook + Redtail CRM