Notion + Redtail CRM

Create new Notion database items for every new activity in Redtail CRM

Capture every new activity in Redtail CRM and instantly create a corresponding item in your Notion database. This automation ensures that every activity you log in your CRM finds its way into your organized Notion workspace. Keep your data consistent, accurate, and up-to-date without any additional manual input, making it a seamless addition to your workflow.

Capture every new activity in Redtail CRM and instantly create a corresponding item in your Notion database. This automation ensures that every activity you log in your CRM finds its way into your organized Notion workspace. Keep your data consistent, accurate, and up-to-date without any additional manual input, making it a seamless addition to your workflow.

  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 Database Item

    Creates an item in a database.

    ActionWrite
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Supported triggers and actions

  • 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.
Learn more

Related categories

  • Task Management
redtailcrm logo
redtailcrm logo

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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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