Microsoft Outlook + Redtail CRM
Create new activities in Redtail CRM for new emails matching search in Microsoft Outlook
Streamline your customer relationship management by connecting Microsoft Outlook and Redtail CRM. With this workflow, when you receive a new email in Microsoft Outlook that matches a specific criteria, an activity is immediately created in Redtail CRM. This automation ensures you never miss an important exchange and helps maintain detailed, up-to-date records for all interactions with your contacts.
Streamline your customer relationship management by connecting Microsoft Outlook and Redtail CRM. With this workflow, when you receive a new email in Microsoft Outlook that matches a specific criteria, an activity is immediately created in Redtail CRM. This automation ensures you never miss an important exchange and helps maintain detailed, up-to-date records for all interactions with your contacts.
- When this happens...New Email Matching Search
Triggers when a new e-mail is received in your inbox that matches a search.
- automatically do this!Create Activity
Creates a new activity in your database.
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