Microsoft Outlook + Redtail CRM

Keep contacts updated in Microsoft Outlook when Redtail CRM contacts change

Keep your Redtail CRM and Microsoft Outlook contacts up-to-date with this seamless workflow. Whenever a contact is updated in Redtail CRM, the corresponding contact in Microsoft Outlook will be updated, ensuring that you have the most accurate and current information across both platforms. Enjoy a more organized and efficient contact management experience with this time-saving automation.

Keep your Redtail CRM and Microsoft Outlook contacts up-to-date with this seamless workflow. Whenever a contact is updated in Redtail CRM, the corresponding contact in Microsoft Outlook will be updated, ensuring that you have the most accurate and current information across both platforms. Enjoy a more organized and efficient contact management experience with this time-saving automation.

  1. When this happens...
    Redtail CRMRedtail CRM
    Contact Updated

    Triggers when an existing contact is updated in your database.

    TriggerInstant
  2. automatically do this!
    Microsoft OutlookMicrosoft Outlook
    Update Contact

    Updates a contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
microsoft-outlook logo
microsoft-outlook logo

About Microsoft Outlook

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

  • Calendar
  • Email
  • Microsoft

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redtailcrm logo

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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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