Microsoft Outlook + Redtail CRM

Create Microsoft Outlook events when activities are deleted in Redtail CRM

Ensure your Microsoft Outlook schedule reflects any changes made in Redtail CRM with this seamless workflow. When an activity is deleted in Redtail CRM, a corresponding event is promptly erased from your Microsoft Outlook. Enhance your task management efficiency and time utilization by minimizing manual tracing, and experience the effortless connection between your Redtail CRM and Microsoft Outlook.

Ensure your Microsoft Outlook schedule reflects any changes made in Redtail CRM with this seamless workflow. When an activity is deleted in Redtail CRM, a corresponding event is promptly erased from your Microsoft Outlook. Enhance your task management efficiency and time utilization by minimizing manual tracing, and experience the effortless connection between your Redtail CRM and Microsoft Outlook.

  1. When this happens...
    Redtail CRMRedtail CRM
    Activity Deleted

    Triggers when an activity is deleted in your database.

    TriggerInstant
  2. automatically do this!
    Microsoft OutlookMicrosoft Outlook
    Create Event

    Create an event in the calendar of your choice.

    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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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.
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  • CRM (Customer Relationship Management)

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