Microsoft Outlook + Redtail CRM
Create Redtail CRM activities from new flagged emails in Microsoft Outlook
Easily track your important email activity with this integration. When a new flagged email is received in Microsoft Outlook, it will initiate a new activity in Redtail CRM. Streamline your workflow and ensure imperative emails are quickly and efficiently processed in your CRM system.
Easily track your important email activity with this integration. When a new flagged email is received in Microsoft Outlook, it will initiate a new activity in Redtail CRM. Streamline your workflow and ensure imperative emails are quickly and efficiently processed in your CRM system.
- When this happens...New Flagged Email
Triggers when a new email is flagged.
- automatically do this!Create Activity
Creates a new activity in your database.
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About Microsoft Outlook
Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
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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.
