Microsoft Teams + Redtail CRM
Create Microsoft Teams channels for new Redtail CRM activities
Keep your team updated on new activities in Redtail CRM with this seamless workflow. When a new activity is created in Redtail CRM, a channel will be created in Microsoft Teams, ensuring your team stays informed and can collaborate effectively. This automation helps streamline communication, keeping everyone on the same page without manual updates.
Keep your team updated on new activities in Redtail CRM with this seamless workflow. When a new activity is created in Redtail CRM, a channel will be created in Microsoft Teams, ensuring your team stays informed and can collaborate effectively. This automation helps streamline communication, keeping everyone on the same page without manual updates.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Channel
Creates a new channel within a team. Requires installation of the Zapier app from the Teams Store.
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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
