Create notes in Keap for new Redtail CRM activities
Effortlessly keep your contacts informed by using this workflow that connects Redtail CRM to Keap. When a new activity is created in Redtail CRM, a note will be generated in Keap, ensuring you never miss an important update. By using this automation, you'll save time and maintain seamless communication with your contacts.
Effortlessly keep your contacts informed by using this workflow that connects Redtail CRM to Keap. When a new activity is created in Redtail CRM, a note will be generated in Keap, ensuring you never miss an important update. By using this automation, you'll save time and maintain seamless communication with your contacts.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Note
Creates a new note on a contact record
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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