Livespace + Redtail CRM
Create Livespace person notes for new Redtail CRM activities
Keep track of your Redtail CRM activities by seamlessly adding notes in your Livespace app. With this workflow, every time an activity is created in Redtail CRM, a corresponding person note will be added in Livespace. This way, you can stay organized and up-to-date on all your customer interactions without manual data entry or switching between apps.
Keep track of your Redtail CRM activities by seamlessly adding notes in your Livespace app. With this workflow, every time an activity is created in Redtail CRM, a corresponding person note will be added in Livespace. This way, you can stay organized and up-to-date on all your customer interactions without manual data entry or switching between apps.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Add Person Note
Adds a note to existing person.
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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
