Create Microsoft Teams chat messages for new Redtail CRM activities
Stay connected and responsive to your clients with this efficient workflow between Redtail CRM and Microsoft Teams. When a new activity is created in Redtail CRM, a chat message will be sent in Microsoft Teams, keeping your team informed and enabling a quick response to client needs. This automation ensures seamless communication, enhancing productivity, and ultimately leading to better client relationships.
Stay connected and responsive to your clients with this efficient workflow between Redtail CRM and Microsoft Teams. When a new activity is created in Redtail CRM, a chat message will be sent in Microsoft Teams, keeping your team informed and enabling a quick response to client needs. This automation ensures seamless communication, enhancing productivity, and ultimately leading to better client relationships.
- When this happens...Activity Created
Triggers when a new activity 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