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Chatter + Redtail CRM

Create Chatter posts for new Redtail CRM activities

Stay connected to your Redtail CRM activities with this seamless automation connecting to Chatter. Whenever a new activity is created in Redtail CRM, a matching post is instantly made in your Chatter feed, keeping your team up-to-date on important information without manual effort. Enhance team communication and ensure no activity goes unnoticed with this efficient workflow.

Stay connected to your Redtail CRM activities with this seamless automation connecting to Chatter. Whenever a new activity is created in Redtail CRM, a matching post is instantly made in your Chatter feed, keeping your team up-to-date on important information without manual effort. Enhance team communication and ensure no activity goes unnoticed with this efficient 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!
    ChatterChatter
    New Post in Feed

    Triggers when any new post occurs in your Chatter Feed.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • 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
chatter logo
chatter logo

About Chatter

Chatter makes business processes social. Collaborate in real time, in context, from anywhere.
Learn moreHelp

Related categories

  • Team Collaboration
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.

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