Microsoft Outlook + Redtail CRM
Create new contacts in Redtail CRM for every new contact in Microsoft Outlook
Streamline your workflow with a seamless contact management process between Microsoft Outlook and Redtail CRM. Once you add a new contact in Outlook, an automation immediately creates the same contact in Redtail CRM. This saves you from manual data entry, ensuring all your contacts are consistently updated across both platforms in real time. Exploit this workflow for smarter, faster and more efficient contact management.
Streamline your workflow with a seamless contact management process between Microsoft Outlook and Redtail CRM. Once you add a new contact in Outlook, an automation immediately creates the same contact in Redtail CRM. This saves you from manual data entry, ensuring all your contacts are consistently updated across both platforms in real time. Exploit this workflow for smarter, faster and more efficient contact management.
- When this happens...New Contact
Triggers when a new contact is added to your account
- automatically do this!Create Contact
Creates a new contact in your database.
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