Microsoft Teams + Redtail CRM
Create new Redtail CRM activities from new Microsoft Teams channel mentions
Boost your team collaboration and sales strategy by linking Microsoft Teams and Redtail CRM seamlessly. With this workflow, each time a new channel is mentioned in Microsoft Teams, an activity is promptly created in Redtail CRM. This actionable process ensures no important conversations are missed, fostering better team coordination and efficient business management.
Boost your team collaboration and sales strategy by linking Microsoft Teams and Redtail CRM seamlessly. With this workflow, each time a new channel is mentioned in Microsoft Teams, an activity is promptly created in Redtail CRM. This actionable process ensures no important conversations are missed, fostering better team coordination and efficient business management.
- When this happens...New Channel Mention
Triggers when a member or highlight word is mentioned in a channel. Requires installation of the Zapier app from the Teams Store.
- automatically do this!Create Activity
Creates a new activity in your database.
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