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.
- When this happens...New Calendar Event
Triggers when a new event is created in your calendar.
- automatically do this!Create Activity
Creates a new activity in your database.
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