Microsoft Teams + Redtail CRM
Create Microsoft Teams channel messages for new Redtail CRM contacts
Easily stay informed about new contacts in your Redtail CRM by sending a message to your Microsoft Teams channel. With this workflow, whenever a new contact is added in Redtail CRM, a channel message will be posted in Microsoft Teams, keeping your team up-to-date on the latest leads and contacts. Streamline communication and never miss important information about your growing contact list.
Easily stay informed about new contacts in your Redtail CRM by sending a message to your Microsoft Teams channel. With this workflow, whenever a new contact is added in Redtail CRM, a channel message will be posted in Microsoft Teams, keeping your team up-to-date on the latest leads and contacts. Streamline communication and never miss important information about your growing contact list.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Send Channel Message
Sends a message to a channel. Requires installation of the Zapier app from the Teams Store.
- 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
