Microsoft Outlook + Redtail CRM
Create emails in Microsoft Outlook for new activities in Redtail CRM
Stay on top of your Redtail CRM activities by automating email notifications through Microsoft Outlook. With this workflow, when a new activity is created in Redtail CRM, an email will be sent via your Microsoft Outlook account, keeping you informed and organized. This automation improves communication and ensures important updates are never missed.
Stay on top of your Redtail CRM activities by automating email notifications through Microsoft Outlook. With this workflow, when a new activity is created in Redtail CRM, an email will be sent via your Microsoft Outlook account, keeping you informed and organized. This automation improves communication and ensures important updates are never missed.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Send Email
Send an email from your Outlook account.
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Activity Created
Triggers when a new activity is created in your database.
Try ItActivity Updated
Triggers when an activity is updated in your database.
Try ItContact Deleted
Triggers when a new contact is deleted in your database.
Try ItOpportunity Created
Triggers when a new opportunity is created in your database.
Try It
Activity Deleted
Triggers when an activity is deleted in your database.
Try ItContact Created
Triggers when a new contact is created in your database.
Try ItContact Updated
Triggers when an existing contact is updated in your database.
Try ItOpportunity Deleted
Triggers when an opportunity is deleted in your database.
Try It
