Connect Microsoft Outlook and Redtail CRM to unlock the power of automation

No credit card required
Free forever for core features
14-day trial for premium features and apps

Choose a Trigger

Choose an Action

Start with Google for free

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

Set up your first integration

Quickly connect Microsoft Outlook to Redtail CRM with a Zapier template.

Our most popular template

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
Create emails in Microsoft Outlook for new activities in Redtail CRM
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 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

Create emails in Microsoft Outlook for new activities in Redtail CRM

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

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.

Select a trigger from Microsoft Outlook

A trigger is an event that starts your Zap and runs the workflow. For example, with Microsoft Outlook, a trigger could be "Calendar Event Start."

A trigger is the event that kicks off your automated workflow.

Setup an action from Redtail CRM

An action is what takes place after the automation is triggered. For example, with Redtail CRM, the action could be "Create Activity."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Microsoft Outlook to Redtail CRM

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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

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

Illustration of AI enhancing Zapier workflows with automation and app integrations.

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.

Connect Microsoft Outlook 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.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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
Scheduled
Try It
- Parent Folder
  Required
- Child Folder
Trigger
Scheduled
Try It
- Contact Folder
Trigger
Scheduled
Try It
- Parent Folder
  Required
- Child Folder
- Search terms
  Required
- Note
Trigger
Scheduled
Try It
- Parent Folder
  Required
- Child Folder
Trigger
Scheduled
Try It

- Event
- Merge with existing attendees?
- Attendees
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

- Email ID
  Required
- To Email(s)
  Required
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- Subject
  Required
- Description
- Attachment
- Action for Files Larger Than 150MB
- Reply to All
Action
Write
- Email ID
  Required
- Comment
Action
Write
- Event
- Subject
  Required
- Start Date & Time
  Required
- End Date & Time
  Required
- 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 Name
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Description
Action
Write
- Contact Folder
- First Name
  Required
- Last Name
- EmailAddresses
Action
Search
- 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
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 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 Name
- Description
- Email Address
- Priority
- The importance of the event
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
  Required
- Last Name
  Required
- Contact Status
- Activity Category
- Contact Source
- 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

Cancelled Calendar Event
Triggers when an event is cancelled.
Trigger
Instant
Try It
- Calendar
Trigger
Scheduled
Try It
- Shared Inbox
Trigger
Scheduled
Try It
New Flagged Email
Triggers when a new email is flagged.
Trigger
Scheduled
Try It
- Calendar
Trigger
Scheduled
Try It
- Calendar
- Subject
  Required
- Start Date & Time
  Required
- End Date & Time
  Required
- Location Name
- Sensitivity
- Attendees
- All Day Event?
- Description
- Show me as Free or Busy
Action
Write
- To Email(s)
  Required
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- Subject
  Required
- Body Format
  Required
- Description
- Attachment
- Action for Files Larger Than 150MB
Action
Write
- Event
  Required
Action
Write
- From Email
- To Email(s)
  Required
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- Subject
  Required
- Body Format
  Required
- Description
- Attachment
- Action for Files Larger Than 150MB
Action
Write
- Contact Folder
- Contact
  Required
- First Name
  Required
- 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
  Required
- End Date & Time
  Required
Action
Search
- Search_info
- Search Value
  Required
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
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
- Activity Category
- Contact Source
- 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
  Required
- Description
- Activity Type
- Activity Category
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Location Name
- Priority
- The importance of the event
Action
Write
- ID
  Required
- Name
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write

Learn how to automate Microsoft Outlook on the Zapier blog

Learn how to automate Redtail CRM on the Zapier blog

About Microsoft Outlook

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

Learn more Help

Related categories

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 more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

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

Explore Microsoft Outlook + Redtail CRM Integrations

scheduleonce

keap-max-classic

Connect Microsoft Outlook and Redtail CRM to unlock the power of automation

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

Set up your first integration

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

Create emails in Microsoft Outlook for new activities in Redtail CRM

Keep contacts updated in Microsoft Outlook when Redtail CRM contacts change

Create draft emails in Microsoft Outlook for new Redtail CRM activities

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

Create emails in Microsoft Outlook for new activities in Redtail CRM

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

How Zapier works

Select a trigger from Microsoft Outlook

Setup an action from Redtail CRM

That’s it! You just connected Microsoft Outlook to Redtail CRM

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

Make work flow with AI

Frequently Asked Questions about Microsoft Outlook + Redtail CRM integrations

Connect Microsoft Outlook and Redtail CRM to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Supported triggers and actions

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

Learn how to automate Redtail CRM on the Zapier blog

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

Explore Microsoft Outlook + Redtail CRM Integrations

Explore Microsoft Outlook + Redtail CRM Integrations