monday.com + Redtail CRM
Create and update monday.com items from new Redtail CRM contacts
Keep your monday.com boards up-to-date with new contacts from Redtail CRM with this streamlined workflow. When a contact is added to Redtail CRM, this automation will update the item name in your monday.com board accordingly. Stay organized and save time by ensuring your monday.com boards always include the latest contact information from Redtail CRM.
Keep your monday.com boards up-to-date with new contacts from Redtail CRM with this streamlined workflow. When a contact is added to Redtail CRM, this automation will update the item name in your monday.com board accordingly. Stay organized and save time by ensuring your monday.com boards always include the latest contact information from Redtail CRM.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Update Item Name
Update an item's name
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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
