Microsoft Outlook + Redtail CRM
Create and send emails in Microsoft Outlook for new contacts in Redtail CRM
Create a seamless workflow between your Redtail CRM and Microsoft Outlook by using this automation. Whenever you add a new contact in Redtail CRM, an email will be swiftly sent through Microsoft Outlook. It's a valuable tool to speed up your communication process without needing to switch between platforms.
Create a seamless workflow between your Redtail CRM and Microsoft Outlook by using this automation. Whenever you add a new contact in Redtail CRM, an email will be swiftly sent through Microsoft Outlook. It's a valuable tool to speed up your communication process without needing to switch between platforms.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Send Email
Send an email from your Outlook account.
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Activity Created
Triggers when a new activity is created in your database.
Try ItActivity Updated
Triggers when an activity is updated in your database.
Try ItContact Deleted
Triggers when a new contact is deleted in your database.
Try ItOpportunity Created
Triggers when a new opportunity is created in your database.
Try It
Activity Deleted
Triggers when an activity is deleted in your database.
Try ItContact Created
Triggers when a new contact is created in your database.
Try ItContact Updated
Triggers when an existing contact is updated in your database.
Try ItOpportunity Deleted
Triggers when an opportunity is deleted in your database.
Try It
