monday.com + Redtail CRM
Create new monday.com items for every new activity in Redtail CRM
Initiate a smooth workflow between Redtail CRM and monday.com with this simple automation. Whenever a new activity is created in your Redtail CRM, it will seamlessly create an item in monday.com, keeping your project management streamlined and efficient. This integration makes it easy to track all new CRM activities within your monday.com platform, saving you time and ensuring no tasks are missed.
Initiate a smooth workflow between Redtail CRM and monday.com with this simple automation. Whenever a new activity is created in your Redtail CRM, it will seamlessly create an item in monday.com, keeping your project management streamlined and efficient. This integration makes it easy to track all new CRM activities within your monday.com platform, saving you time and ensuring no tasks are missed.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Item
Create a new Item in a board
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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
