Chatter + Redtail CRM
Chatter + Redtail CRM
Create new Chatter posts from newly created Redtail CRM contacts
Keep your team informed about new contacts in your Redtail CRM by automatically sharing updates in your Chatter feed. With this automation, whenever a new contact is created in Redtail CRM, a post will be added to your Chatter feed, ensuring that your team stays up-to-date and can quickly engage with the latest leads and customers. Stay connected and boost collaboration with this efficient workflow.
- When this happens...Contact CreatedTriggers when a new contact is created in your database.
- automatically do this!New Post in FeedTriggers when any new post occurs in your Chatter Feed.
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More things you can do with Redtail CRM and Chatter
Discover other triggers and actions you can use with Redtail CRM and Chatter
- Activity Created
Triggers when a new activity is created in your database.
Try ItTriggerInstant - Activity Updated
Triggers when an activity is updated in your database.
Try ItTriggerInstant - Contact Deleted
Triggers when a new contact is deleted in your database.
Try ItTriggerInstant - Opportunity Created
Triggers when a new opportunity is created in your database.
Try ItTriggerInstant
- Activity Deleted
Triggers when an activity is deleted in your database.
Try ItTriggerInstant - Contact Created
Triggers when a new contact is created in your database.
Try ItTriggerInstant - Contact Updated
Triggers when an existing contact is updated in your database.
Try ItTriggerInstant - Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Try ItTriggerInstant
