Microsoft Outlook + Redtail CRM
Update Microsoft Outlook events whenever Redtail CRM activities are updated
This workflow kicks off when there's an updated activity in your Redtail CRM, triggering the creation of a new event in your Microsoft Outlook. This seamless link ensures your calendar always reflects the latest changes in your CRM, keeping your schedule up-to-date and helping you stay on top of client relationships.
This workflow kicks off when there's an updated activity in your Redtail CRM, triggering the creation of a new event in your Microsoft Outlook. This seamless link ensures your calendar always reflects the latest changes in your CRM, keeping your schedule up-to-date and helping you stay on top of client relationships.
- When this happens...Activity Updated
Triggers when an activity is updated in your database.
- automatically do this!Create Event
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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
