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Notion + Redtail CRM

Create pages in Notion for new activities in Redtail CRM

Effortlessly keep track of new activities in your Redtail CRM with this seamless workflow. Whenever a new activity is created in Redtail CRM, a corresponding page will be made in your Notion app, making it easy to manage your tasks and stay organized. Save time and boost productivity by connecting your Redtail CRM and Notion accounts with this efficient automation.

Effortlessly keep track of new activities in your Redtail CRM with this seamless workflow. Whenever a new activity is created in Redtail CRM, a corresponding page will be made in your Notion app, making it easy to manage your tasks and stay organized. Save time and boost productivity by connecting your Redtail CRM and Notion accounts with this efficient automation.

  1. When this happens...
    Redtail CRMRedtail CRM
    Activity Created

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    NotionNotion
    Create Page

    Creates a Page inside a parent page

    ActionWrite
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Supported triggers and actions

  • Redtail CRM triggers, actions, and search

    Activity Created

    Triggers when a new activity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Activity Updated

    Triggers when an activity is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Deleted

    Triggers when a new contact is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Created

    Triggers when a new opportunity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Activity Deleted

    Triggers when an activity is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Created

    Triggers when a new contact is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Updated

    Triggers when an existing contact is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Deleted

    Triggers when an opportunity is deleted in your database.

    Trigger
    Instant
    Try It
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About Notion

A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.

Related categories

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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.