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Microsoft Outlook + Redtail CRM

Microsoft Outlook + Redtail CRM

Microsoft Outlook + Redtail CRM integrations

Send emails in Microsoft Outlook when workflow steps are completed in Redtail CRM

Once a workflow step is finalized in Redtail CRM, streamline your process by having an email promptly sent via Microsoft Outlook. This automation simplifies task completion updates, allowing you to focus on what's next. Enhance productivity and keep team members up to speed effortlessly, saving valuable time and resources.

  1. When this happens...
    Workflow Step Completed
    Workflow Step Completed
    Workflow Step CompletedTriggers when a Workflow Step is completed in your database .
  2. automatically do this!
    Send Email
    Send Email
    Send EmailSend an email from your Outlook account.
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More things you can do with Redtail CRM and Microsoft Outlook

Discover other triggers and actions you can use with Redtail CRM and Microsoft Outlook

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    Activity Created

    Triggers when a new activity is created in your database.

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    Activity Updated

    Triggers when an activity is updated in your database.

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    Contact Deleted

    Triggers when a new contact is deleted in your database.

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    Opportunity Created

    Triggers when a new opportunity is created in your database.

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    Activity Deleted

    Triggers when an activity is deleted in your database.

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    Instant
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  • Redtail CRM triggers, actions, and search
    Contact Created

    Triggers when a new contact is created in your database.

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    Contact Updated

    Triggers when an existing contact is updated in your database.

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    Instant
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  • Redtail CRM triggers, actions, and search
    Opportunity Deleted

    Triggers when an opportunity is deleted in your database.

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