Microsoft Outlook + Redtail CRM

Update Microsoft Outlook calendar events when activities are deleted in Redtail CRM

Keep your Microsoft Outlook calendar current with this smooth workflow. Whenever an activity is deleted in Redtail CRM, it transfers the details to update the corresponding event in Microsoft Outlook. This ensures your calendar remains accurate without the need for manual updates, merging your CRM strategy with your time management in an efficient way.

Keep your Microsoft Outlook calendar current with this smooth workflow. Whenever an activity is deleted in Redtail CRM, it transfers the details to update the corresponding event in Microsoft Outlook. This ensures your calendar remains accurate without the need for manual updates, merging your CRM strategy with your time management in an efficient way.

  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
    Update Calendar Event

    Updates a calendar event information.

    ActionWrite
Start free with email
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

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.
Learn moreHelp

Related categories

  • Calendar
  • Email
  • Microsoft

Similar apps

Gmail integrationsGmail integrations

Gmail

Email, Google
Zoho Mail integrationsZoho Mail integrations

Zoho Mail

Email, Zoho
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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier