Create Microsoft Teams chat messages for new Redtail CRM contacts
Save time and stay informed with this Redtail CRM and Microsoft Teams integration. When a new contact is created in Redtail CRM, this workflow will instantly send a chat notification in Microsoft Teams, ensuring your team is always up-to-date on new contacts. Improve communication and efficiency by automating the process, so you can focus on more important tasks.
Save time and stay informed with this Redtail CRM and Microsoft Teams integration. When a new contact is created in Redtail CRM, this workflow will instantly send a chat notification in Microsoft Teams, ensuring your team is always up-to-date on new contacts. Improve communication and efficiency by automating the process, so you can focus on more important tasks.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Send Chat Message
Sends a message in an existing chat.
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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