Dropbox + Redtail CRM
Create shared links in Dropbox for new Redtail CRM activities
Effortlessly keep track of new activities in Redtail CRM by organizing corresponding files in Dropbox. With this workflow, every time a new activity is created in Redtail CRM, a shared link to a related file in Dropbox will be generated. This way, you can easily access and manage your files without manually searching for them, streamlining your workflow and improving organization.
Effortlessly keep track of new activities in Redtail CRM by organizing corresponding files in Dropbox. With this workflow, every time a new activity is created in Redtail CRM, a shared link to a related file in Dropbox will be generated. This way, you can easily access and manage your files without manually searching for them, streamlining your workflow and improving organization.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Shared Link
Creates a shared link for a file.
- Free forever for core features
- 14 day trial for premium features & apps
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
