Google Drive + Redtail CRM
Create folders in Google Drive for new opportunities in Redtail CRM
When a new opportunity is added in Redtail CRM, this workflow ensures that a corresponding folder is immediately created in Google Drive. This efficient process saves time, eliminates manual data entry, and ensures that all important files related to the opportunity are kept in one central, accessible location. Perfect for businesses aiming to manage their sales opportunities more systematically and stay organized.
When a new opportunity is added in Redtail CRM, this workflow ensures that a corresponding folder is immediately created in Google Drive. This efficient process saves time, eliminates manual data entry, and ensures that all important files related to the opportunity are kept in one central, accessible location. Perfect for businesses aiming to manage their sales opportunities more systematically and stay organized.
- When this happens...Opportunity Created
Triggers when a new opportunity is created in your database.
- automatically do this!Create Folder
Triggers when a new folder is added directly to a specific folder (but not its subfolders).
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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
