Microsoft Teams and Redtail CRM Integration
- No-code Integration
- No-code
- Supported Automation Platforms
- 2automatiomation platforms supported
- Microsoft Teams Actions
- 20Microsoft Teams Triggers & Actions
- Redtail CRM Actions
- 25Redtail CRM Triggers & Actions
How to connect Microsoft Teams and Redtail CRM
Popular Workflows for Microsoft Teams and Redtail CRM Integration
The integration of Microsoft Teams and Redtail CRM can help simplify your workflow processes and improve productivity. Here are some popular workflows that can be achieved through their integration.
- Add important tasks to a personal to-do list
- Save files to the cloud storage
- Distribute content across social media platforms
- Register new leads for webinars to nurture them
Workflow Automation Platforms supported by Microsoft Teams and Redtail CRM
Looking for an efficient way to automate your workflow processes between Microsoft Teams and Redtail CRM? These workflow automation platforms are designed to do just that - all without requiring any coding expertise. Browse through this list to discover the right fit for your business.
- Make.com. Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
- 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.
- Pricing Options
- FreemiumFree Trial
- Starting From
- 10$/month
- Pricing Options
- FreemiumFree Trial
- Starting From
- 30$/month
Microsoft Teams and Redtail CRM Integration Price
When it comes to optimizing your workflow and streamlining tasks, integrating Microsoft Teams and Redtail CRM can be seamlessly achieved using no-code or low-code automation tools. However, it is crucial to understand the pricing aspects.
Need to know the pricing information for automation services supporting Microsoft Teams and Redtail CRM integration? We've done the hard work for you! Check out our table below for details based on 100, 1K, 10K and 100K basic automations per month.
Basic automations consist of a trigger and a single action. For instance, creating a task every time a form is filled out is an example of a basic automation.
| Automation Platform | 100 | 1K | 10K | 100K |
|---|---|---|---|---|
Volume: 100 Plan: Free $0 Volume: 1K Plan: Core $10.59 Volume: 10K Plan: Core $18.82 Volume: 100K Plan: Core $214.31 | $0 Free | $10.59 Core | $18.82 Core | $214.31 Core |
Volume: 100 Plan: Free $0 Volume: 1K Plan: Starter $58.5 Volume: 10K Plan: Professional $193.5 Volume: 100K Plan: Professional $733.5 | $0 Free | $58.5 Starter | $193.5 Professional | $733.5 Professional |
Triggers and Actions supported by Microsoft Teams and Redtail CRM
Integrating Microsoft Teams 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.
To provide you with the best options for integrating Microsoft Teams and Redtail CRM, we have meticulously collected all of the available Triggers and Actions from different Workflow Automation Platforms.
When this happens
Select a Trigger
Do this
Select an Action
How to setup Microsoft Teams and Redtail CRM integration
Step 1: Choose a Workflow Automation Service supported by Microsoft Teams and Redtail CRM. Choose automation platform
60 seconds
60 secondsStep 2: Enable authentication for both Microsoft Teams and Redtail CRM on the chosen automation platform
60 seconds
60 secondsStep 3: Pick a suitable Trigger for Microsoft Teams that will kickstart your automation workflow. Explore Triggers
15 seconds
15 secondsStep 4: Choose an appropriate Action to be executed by Redtail CRM once your automation scenario is triggered. Explore Actions
15 seconds
15 secondsStep 5: Specify the data that will be exchanged between Microsoft Teams and Redtail CRM by configuring the appropriate settings.
120 seconds
120 secondsStep 6: Complete your integration by testing and publishing it. You're all set!
More integrations to Microsoft Teams
Explore our list of other popular Microsoft Teams integrations to find new automation scenarios. Microsoft Teams Integrations
More integrations to Redtail CRM
Explore the list of other popular Redtail CRM integrations. Redtail CRM Integrations
Frequently Asked Questions
Does Microsoft Teams integrate with Redtail CRM?
- You can connect Microsoft Teams and Redtail CRM automatically using no-code Workflow Automation Tool. Use Make.com or Zapier to link Microsoft Teams and Redtail CRM.
Can you Integrate Microsoft Teams and Redtail CRM for free?
- Yes, you can use the free plan of Make.com or Zapier to connect Microsoft Teams to Redtail CRM for free, albeit with some limitations.