Create Redtail CRM activities from new Microsoft Excel table rows
Effortlessly manage your Microsoft Excel and Redtail CRM records with this seamless workflow. When a new row is added to your specified table in Excel, an activity will be created in Redtail CRM, streamlining your data entry and minimizing the chances of human error. Stay organized and efficient by leveraging the power of automation to maintain consistency across both platforms.
Effortlessly manage your Microsoft Excel and Redtail CRM records with this seamless workflow. When a new row is added to your specified table in Excel, an activity will be created in Redtail CRM, streamlining your data entry and minimizing the chances of human error. Stay organized and efficient by leveraging the power of automation to maintain consistency across both platforms.
- When this happens...New Row in Table
Triggers when a new row is added to a table in a spreadsheet.
- automatically do this!Create Activity
Creates a new activity in your database.
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Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Try ItStorage Source
Folder
SpreadsheetRequired
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Storage Source
Folder
TitleRequired
Column Headers
Zap Step Id
Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
TableRequired
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Trigger Column
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
TableRequired
Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
RowRequired