Microsoft Outlook
Redtail CRM

Microsoft Outlook and Redtail CRM Integration

No-code Integration
No-code
Supported Automation Platforms
1automatiomation platform supported
Microsoft Outlook Actions
21Microsoft Outlook Triggers & Actions
Redtail CRM Actions
25Redtail CRM Triggers & Actions

Table of contents

How to connect Microsoft Outlook and Redtail CRM

Microsoft Outlook and Redtail CRM integration is available through Zapier, a workflow automation tool. With the combination of 27 Microsoft Outlook triggers and 25 Redtail CRM actions, you can create hundreds of integration workflows to automate your work.

Popular Workflows for Microsoft Outlook and Redtail CRM Integration

Microsoft Outlook and Redtail CRM are two powerful tools that can be integrated to create a wide range of workflows and automate repetitive tasks. Here is the list of some popular workflows that are covered by Microsoft Outlook and Redtail CRM integration.

  • Add important tasks to a personal to-do list
  • Save files to the cloud storage
  • Distribute content across social media platforms
  • Engage new leads with a personalized message
  • Register new leads for webinars to nurture them

Workflow Automation Platforms supported by Microsoft Outlook and Redtail CRM

If you're looking to automate tasks between Microsoft Outlook and Redtail CRM but don't have coding experience, these workflow automation platforms offer a simple solution. Check out this list of no-code platforms that enable streamlined workflows tailored to your business needs.

  • Zapier. Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.

Microsoft Outlook and Redtail CRM Integration Price

When it comes to optimizing your workflow and streamlining tasks, integrating Microsoft Outlook and Redtail CRM can be seamlessly achieved using no-code or low-code automation tools. However, it is crucial to understand the pricing aspects.

We have gathered and organized pricing information for automation services that support Microsoft Outlook and Redtail CRM integration. Refer to the table below for details on pricing based on 100, 1K, 10K and 100K basic automations per month.

A basic automation is a scenario that comprises of a trigger and a single action. An example of this is automatically sending an email every time someone fills out a form.

Price for 100, 1K, 10K and 100K basic automations per month
Automation Platform
zapier
Zapier
Zapier pricing →
Volume: 100
Plan: Free

$0

Volume: 1K
Plan: Starter

$58.5

Volume: 10K
Plan: Professional

$193.5

Volume: 100K
Plan: Professional

$733.5

Triggers and Actions supported by Microsoft Outlook and Redtail CRM

Integrating Microsoft Outlook and Redtail CRM involves identifying an automation that aligns with your business request.

Automations serve as a workflows that connect your applications, automating a business process. The Trigger acts as the event that initiates the automation, while the Action denotes the executed event.

Our extensive collection of available Triggers and Actions from various Workflow Automation Platforms allows you to fully assess integration possibilities and make informed decisions on integrating Microsoft Outlook with Redtail CRM.

Microsoft Outlook

When this happens

Select a Trigger

Redtail CRM

Do this

Select an Action

How to setup Microsoft Outlook and Redtail CRM integration

  • Step 1: Use a Workflow Automation Service that is compatible with both Microsoft Outlook and Redtail CRM. Choose automation platform

    60 seconds

  • Step 2: Securely authenticate Microsoft Outlook and Redtail CRM on the chosen automation service before proceeding.

    60 seconds

  • Step 3: Choose a Trigger for Microsoft Outlook, which will start your automation scenario. Explore Triggers

    15 seconds

  • Step 4: Choose an appropriate Action to be executed by Redtail CRM once your automation scenario is triggered. Explore Actions

    15 seconds

  • Step 5: Set up the data exchange between Microsoft Outlook and Redtail CRM and configure the parameters to meet your requirements.

    120 seconds

  • Step 6: Complete your integration by testing and publishing it. You're all set!

More integrations to Microsoft Outlook

Take a look at the list of additional well-known Microsoft Outlook integrations. Microsoft Outlook Integrations

More integrations to Redtail CRM

Explore the list of other popular Redtail CRM integrations. Redtail CRM Integrations

Frequently Asked Questions

Does Microsoft Outlook integrate with Redtail CRM?

You can connect Microsoft Outlook and Redtail CRM automatically using no-code Workflow Automation Tool. Use Zapier to link Microsoft Outlook and Redtail CRM.

Can you Integrate Microsoft Outlook and Redtail CRM for free?

Yes, you can use the free plan of Zapier to connect Microsoft Outlook to Redtail CRM for free, albeit with some limitations.

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