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Crmble + Redtail CRM

Create trello Crmble cards for new Redtail CRM activities

Effortlessly manage your sales leads with this seamless workflow between Redtail CRM and Crmble. When a new activity is created in Redtail CRM, this automation will create a corresponding Trello Crmble card to help you keep track of your prospects and follow-ups. Stay organized and never miss a beat with this simple yet powerful integration.

Effortlessly manage your sales leads with this seamless workflow between Redtail CRM and Crmble. When a new activity is created in Redtail CRM, this automation will create a corresponding Trello Crmble card to help you keep track of your prospects and follow-ups. Stay organized and never miss a beat with this simple yet powerful integration.

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

    Triggers when a new activity 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.

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