Microsoft Outlook + Redtail CRM

Create activities in Redtail from new calendar events in Microsoft Outlook

Integrating your calendar into your other workflows used to mean to juggling apps, followed by lots of copying and pasting. Now you can skip that hassle with this integration. Automatically create a new activity in Redtail when a new event is created in your calendar in Microsoft Outlook and keep your schedule up to date, hands-free.

Integrating your calendar into your other workflows used to mean to juggling apps, followed by lots of copying and pasting. Now you can skip that hassle with this integration. Automatically create a new activity in Redtail when a new event is created in your calendar in Microsoft Outlook and keep your schedule up to date, hands-free.

  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.
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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.
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  • CRM (Customer Relationship Management)

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