Microsoft Outlook + Redtail CRM

Delete events in Microsoft Outlook when activities are deleted in Redtail CRM

Keep your Redtail CRM and Microsoft Outlook organized by removing any clutter. This workflow takes action when an activity is deleted in Redtail CRM by subsequently removing the corresponding event in your Microsoft Outlook. Save time and maintain a clean, coordinated schedule with this seamless integration.

Keep your Redtail CRM and Microsoft Outlook organized by removing any clutter. This workflow takes action when an activity is deleted in Redtail CRM by subsequently removing the corresponding event in your Microsoft Outlook. Save time and maintain a clean, coordinated schedule with this seamless integration.

  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
    Delete Event

    Deletes an existing event.

    ActionWrite
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Supported triggers and actions

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
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 more

Related categories

  • CRM (Customer Relationship Management)

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