Dropbox + Redtail CRM
Create text files in Dropbox for new Redtail CRM contacts
Effortlessly create and store a text file in Dropbox every time a new contact is added to Redtail CRM. This workflow helps you keep track of your contact information seamlessly, saving you time and ensuring important data is securely backed up. Stay organized and efficient with this automated process that quickly consolidates your contacts.
Effortlessly create and store a text file in Dropbox every time a new contact is added to Redtail CRM. This workflow helps you keep track of your contact information seamlessly, saving you time and ensuring important data is securely backed up. Stay organized and efficient with this automated process that quickly consolidates your contacts.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Text File
Creates a brand new text file from plain text content you specify.
- 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
