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Quickly connect Redtail CRM to Microsoft Outlook with a Zapier template.

Our most popular template

Create activities in Redtail from new calendar events in Microsoft Outlook
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Microsoft Outlook + Redtail CRM
Create Redtail CRM activities from new flagged emails in Microsoft Outlook
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Microsoft Outlook + Redtail CRM
Create Microsoft Outlook events for new Redtail CRM activities
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Redtail CRM + Microsoft Outlook
Create emails in Microsoft Outlook for new activities in Redtail CRM
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Redtail CRM + Microsoft Outlook
Keep contacts updated in Microsoft Outlook when Redtail CRM contacts change
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Redtail CRM + Microsoft Outlook
Create draft emails in Microsoft Outlook for new Redtail CRM activities
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Redtail CRM + Microsoft Outlook

Create activities in Redtail from new calendar events in Microsoft Outlook

Microsoft Outlook + Redtail CRM

Create Redtail CRM activities from new flagged emails in Microsoft Outlook

Microsoft Outlook + Redtail CRM

Create Microsoft Outlook events for new Redtail CRM activities

Redtail CRM + Microsoft Outlook

Create emails in Microsoft Outlook for new activities in Redtail CRM

Redtail CRM + Microsoft Outlook

Keep contacts updated in Microsoft Outlook when Redtail CRM contacts change

Redtail CRM + Microsoft Outlook

Create draft emails in Microsoft Outlook for new Redtail CRM activities

Redtail CRM + Microsoft Outlook

Create new contacts in Redtail CRM for every new contact in Microsoft Outlook
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Microsoft Outlook + Redtail CRM
Create draft emails in Microsoft Outlook when new contacts are created in Redtail CRM
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Redtail CRM + Microsoft Outlook

How Zapier works

Zapier makes it easy to integrate Redtail CRM with Microsoft Outlook - no code necessary. See how you can get setup in minutes.

Select a trigger from Redtail CRM

A trigger is an event that starts your Zap and runs the workflow. For example, with Redtail CRM, a trigger could be "Activity Created."

A trigger is the event that kicks off your automated workflow.

Setup an action from Microsoft Outlook

An action is what takes place after the automation is triggered. For example, with Microsoft Outlook, the action could be "Add Attendees to Calendar Event."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Redtail CRM to Microsoft Outlook

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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Make work flow with AI

Level up your Redtail CRM to Microsoft Outlook integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Redtail CRM and Microsoft Outlook to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
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Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
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Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
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Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
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Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
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Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Contact Status
- Activity Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Write

- ID
  Required
- Subject
  Required
- Description
- Activity Type
- Activity Category
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Location
- Priority
- Importance
Action
Write
- ID
  Required
- Name
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
Cancelled Calendar Event
Triggers when an event is cancelled.
Trigger
Instant
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- Calendar
Trigger
Scheduled
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- Shared Inbox
Trigger
Scheduled
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New Flagged Email
Triggers when a new email is flagged.
Trigger
Scheduled
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- Calendar
Trigger
Scheduled
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- Calendar
- Subject
  Required
- Start Date & Time
  Required
- End Date & Time
  Required
- Location
- Sensitivity
- Attendees
- All Day Event?
- Description
- Show me as Free or Busy
Action
Write
- To Email(s)
  Required
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- Subject
  Required
- Body Format
  Required
- Description
- Attachment
- Action for Files Larger Than 150MB
Action
Write
- Event
  Required
Action
Write
- From Email
- To Email(s)
  Required
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- Subject
  Required
- Body Format
  Required
- Description
- Attachment
- Action for Files Larger Than 150MB
Action
Write
- Contact Folder
- Contact
  Required
- First Name
  Required
- Last Name
- EmailAddresses
- BusinessPhones
- HomePhones
- MobilePhone
- JobTitle
- CompanyName
- Department
- Business Website URL
- PersonalNotes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- Calendar
- SearchTerm
  Required
- Start Date & Time
  Required
- End Date & Time
  Required
Action
Search
- Search_info
- Search Value
  Required
Action
Search

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
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Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
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Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
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Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
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Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
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- Subject
  Required
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- Name
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- ID
  Required
- First Name
  Required
- Last Name
  Required
- Contact Status
- Activity Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
Action
Write
- Calendar
- Time Before
  Required
- Time Before (Unit)
  Required
Trigger
Scheduled
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- Parent Folder
  Required
- Child Folder
Trigger
Scheduled
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- Contact Folder
Trigger
Scheduled
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- Parent Folder
  Required
- Child Folder
- Search terms
  Required
- Note
Trigger
Scheduled
Try It
- Parent Folder
  Required
- Child Folder
Trigger
Scheduled
Try It
- Event
- Merge with existing attendees?
- Attendees
Action
Write
- Contact Folder
- First Name
  Required
- Last Name
- EmailAddresses
- BusinessPhones
- HomePhones
- MobilePhone
- JobTitle
- CompanyName
- Department
- Business Website URL
- FileAs
- PersonalNotes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Write
- Email ID
  Required
- To Email(s)
  Required
- CC Email(s)
- BCC Email(s)
- Reply-To Email
- Subject
  Required
- Description
- Attachment
- Action for Files Larger Than 150MB
- Reply to All
Action
Write
- Email ID
  Required
- Comment
Action
Write
- Event
- Subject
  Required
- Start Date & Time
  Required
- End Date & Time
  Required
- All Day Event?
- Is Online Meeting?
- Hide attendees list?
- Description
- Show me as Free or Busy
- Importance
- Merge with existing attendees?
- Attendees
- Categories
- Location
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Description
Action
Write
- Contact Folder
- First Name
  Required
- Last Name
- EmailAddresses
Action
Search
- Contact Folder
- First Name
  Required
- Last Name
- EmailAddresses
- BusinessPhones
- HomePhones
- MobilePhone
- JobTitle
- CompanyName
- Department
- Business Website URL
- FileAs
- PersonalNotes
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
- Street
- City
- State
- Postal Code
- Country or Region
Action
Search or write

Learn how to automate Redtail CRM on the Zapier blog

Learn how to automate Microsoft Outlook on the Zapier blog

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.

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.

Learn more Help

Related categories

Similar apps

Gmail

Email, Google

Zoho Mail

Email, Zoho

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Explore Redtail CRM + Microsoft Outlook Integrations

Explore Redtail CRM + Microsoft Outlook Integrations

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