Microsoft Outlook + Redtail CRM

Create activities in Redtail CRM for every new event in Microsoft Outlook

Stay organized and never miss a beat with new calendar events from Microsoft Outlook, creating corresponding activities in Redtail CRM. This workflow instantly generates a task in Redtail CRM whenever a new calendar event is scheduled in your Outlook. Perfect for ensuring you always have the full picture, this automation ensures your calendar and CRM software align seamlessly without any manual effort.

Stay organized and never miss a beat with new calendar events from Microsoft Outlook, creating corresponding activities in Redtail CRM. This workflow instantly generates a task in Redtail CRM whenever a new calendar event is scheduled in your Outlook. Perfect for ensuring you always have the full picture, this automation ensures your calendar and CRM software align seamlessly without any manual effort.

  1. When this happens...
    Microsoft OutlookMicrosoft Outlook
    New Calendar Event

    Triggers when a new event is created in your calendar.

    TriggerScheduled
  2. automatically do this!
    Redtail CRMRedtail CRM
    Create Activity

    Creates a new activity in your database.

    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.
Learn more

Related categories

  • Calendar
  • Email
  • Microsoft

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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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