Discord + Redtail CRM
Update contacts and send channel messages in Discord with Redtail CRM
Keep your team informed about important client updates with this Redtail CRM to Discord workflow. Whenever a contact is updated in Redtail CRM, the integration will send a channel message in Discord, streamlining communication and ensuring everyone stays in the loop on client changes. Stay connected and on top of any adjustments without manual updates or switching between apps.
Keep your team informed about important client updates with this Redtail CRM to Discord workflow. Whenever a contact is updated in Redtail CRM, the integration will send a channel message in Discord, streamlining communication and ensuring everyone stays in the loop on client changes. Stay connected and on top of any adjustments without manual updates or switching between apps.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Send Channel Message
Post a new message to a specific #channel you choose.
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Activity Created
Triggers when a new activity is created in your database.
Try ItActivity Updated
Triggers when an activity is updated in your database.
Try ItContact Deleted
Triggers when a new contact is deleted in your database.
Try ItOpportunity Created
Triggers when a new opportunity is created in your database.
Try It
Activity Deleted
Triggers when an activity is deleted in your database.
Try ItContact Created
Triggers when a new contact is created in your database.
Try ItContact Updated
Triggers when an existing contact is updated in your database.
Try ItOpportunity Deleted
Triggers when an opportunity is deleted in your database.
Try It
