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Crmble + Redtail CRM

Create trello Crmble cards for new Redtail CRM contacts

Effortlessly keep your sales pipeline updated with this Redtail CRM and Crmble automation. Whenever a new contact is created in Redtail CRM, a Trello Crmble Card will be generated, ensuring that your sales team always has the latest information at their fingertips. Stay organized and streamline your workflow with this seamless integration.

Effortlessly keep your sales pipeline updated with this Redtail CRM and Crmble automation. Whenever a new contact is created in Redtail CRM, a Trello Crmble Card will be generated, ensuring that your sales team always has the latest information at their fingertips. Stay organized and streamline your workflow with this seamless integration.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    CrmbleCrmble
    Create a Trello Crmble Card

    Creates a new Trello Card with Crmble Fields fulfilled.

    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
crmble logo
crmble logo

About Crmble

Feed your Trello Crmble Cards on your boards!
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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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.

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier