Redtail CRM
Microsoft Teams

Redtail CRM and Microsoft Teams Integration

No-code Integration
No-code
Supported Automation Platforms
2automatiomation platforms supported
Redtail CRM Actions
13Redtail CRM Triggers & Actions
Microsoft Teams Actions
60Microsoft Teams Triggers & Actions

Table of contents

How to connect Redtail CRM and Microsoft Teams

Redtail CRM and Microsoft Teams integration is available through workflow automation tools – Make.com or Zapier. With the combination of 26 Redtail CRM triggers and 62 Microsoft Teams actions, you can create thousands of integration workflows to automate your work.

Popular Workflows for Redtail CRM and Microsoft Teams Integration

The integration of Redtail CRM and Microsoft Teams can unlock a host of benefits for businesses, including the ability to streamline workflows and automate repetitive tasks. Discover some popular workflows that are made possible 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 Redtail CRM and Microsoft Teams

Want to automate the exchange of data between Redtail CRM and Microsoft Teams without the hassle of coding? These workflow automation platforms make it possible. Explore this list to find the best 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.

Redtail CRM and Microsoft Teams Integration Price

If you have decided to use a workflow automation tool to connect Redtail CRM and Microsoft Teams, it's important to carefully analyze the cost of integration.

If you're looking to integrate Redtail CRM and Microsoft Teams 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 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
integromat
Make.com
Make.com pricing →
Volume: 100
Plan: Free

$0

Volume: 1K
Plan: Core

$10.59

Volume: 10K
Plan: Core

$18.82

Volume: 100K
Plan: Core

$214.31

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 Teams

Integrating Redtail CRM and Microsoft Teams often involves finding automation that is 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.

We've taken great care in collecting every available Trigger and Action from multiple Workflow Automation Platforms, enabling you to evaluate integration possibilities and make an informed decision on connecting Redtail CRM and Microsoft Teams.

Redtail CRM

When this happens

Select a Trigger

Microsoft Teams

Do this

Select an Action

How to setup Redtail CRM and Microsoft Teams integration

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

    60 seconds

  • Step 2: Authenticate Redtail CRM and Microsoft Teams on the chosen automation service.

    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 Teams once your automation scenario is triggered. Explore Actions

    15 seconds

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

    120 seconds

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

More integrations to Redtail CRM

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

More integrations to Microsoft Teams

Explore our list of other popular Microsoft Teams integrations to find new automation scenarios. Microsoft Teams Integrations

Frequently Asked Questions

Does Redtail CRM integrate with Microsoft Teams?

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

Can you Integrate Redtail CRM and Microsoft Teams for free?

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

This page was last updated on