Redtail CRM
Microsoft Outlook

Redtail CRM and Microsoft Outlook Integration

No-code Integration
No-code
Supported Automation Platforms
1automatiomation platform supported
Redtail CRM Actions
13Redtail CRM Triggers & Actions
Microsoft Outlook Actions
28Microsoft Outlook Triggers & Actions

Table of contents

How to connect Redtail CRM and Microsoft Outlook

Redtail CRM and Microsoft Outlook integration is available through Zapier, a workflow automation tool. With the combination of 26 Redtail CRM triggers and 29 Microsoft Outlook actions, you can create hundreds of integration workflows to automate your work.

Popular Workflows for Redtail CRM and Microsoft Outlook Integration

By integrating Redtail CRM with Microsoft Outlook, users can create custom workflows that save time and increase efficiency. Here are some of the most 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
  • Engage new leads with a personalized message
  • Register new leads for webinars to nurture them

Workflow Automation Platforms supported by Redtail CRM and Microsoft Outlook

You can streamline your workflow processes between Redtail CRM and Microsoft Outlook with these no-code automation platforms that don't require any coding experience. Browse through this list to find the right platform that enables customized workflows tailored to your specific business requirements.

  • 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.

Redtail CRM and Microsoft Outlook Integration Price

No-code or low-code automation tools offer an excellent solution for optimizing your workflow and streamlining tasks by integrating Redtail CRM and Microsoft Outlook. Nevertheless, understanding the pricing aspects is crucial.

If you're looking to integrate Redtail CRM and Microsoft Outlook with the help of automation services, we've got you covered. We've gathered and organized pricing information and created a table below showing details for 100, 1K, 10K and 100K basic automations per month.

A basic automation is a scenario, which includes a trigger and a single action. An example of simple automation is: every time form is filled send an email.

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 Redtail CRM and Microsoft Outlook

When integrating Redtail CRM and Microsoft Outlook, you are usually looking for automation suitable for 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 Redtail CRM with Microsoft Outlook.

Redtail CRM

When this happens

Select a Trigger

Microsoft Outlook

Do this

Select an Action

How to setup Redtail CRM and Microsoft Outlook integration

  • Step 1: Choose a Workflow Automation Service supported by Redtail CRM and Microsoft Outlook. Choose automation platform

    60 seconds

  • Step 2: Enable authentication for both Redtail CRM and Microsoft Outlook on the chosen automation platform

    60 seconds

  • Step 3: Pick a suitable Trigger for Redtail CRM that will kickstart your automation workflow. Explore Triggers

    15 seconds

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

    15 seconds

  • Step 5: Specify the data that will be exchanged between Redtail CRM and Microsoft Outlook by configuring the appropriate settings.

    120 seconds

  • Step 6: Test and publish your integration. That's it! Enjoy the benefits of no-code automation!

More integrations to Redtail CRM

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

More integrations to Microsoft Outlook

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

Frequently Asked Questions

Does Redtail CRM integrate with Microsoft Outlook?

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

Can you Integrate Redtail CRM and Microsoft Outlook for free?

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

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