monday.com + Redtail CRM
Create items in monday.com when new opportunities are created in Redtail CRM
This workflow springs into action when a new opportunity arises in your Redtail CRM, creating a matching item in your monday.com board immediately. Making use of the same terminology as the apps, this automation takes the hassle out of manual data transfer, ensuring your team can swiftly act on fresh opportunities. Stay organized, streamline your process and never miss an opportunity with this Redtail CRM to monday.com workflow.
This workflow springs into action when a new opportunity arises in your Redtail CRM, creating a matching item in your monday.com board immediately. Making use of the same terminology as the apps, this automation takes the hassle out of manual data transfer, ensuring your team can swiftly act on fresh opportunities. Stay organized, streamline your process and never miss an opportunity with this Redtail CRM to monday.com workflow.
- When this happens...Opportunity Created
Triggers when a new opportunity is created in your database.
- automatically do this!Create Item
Create a new Item in a board
- Free forever for core features
- 14 day trial for premium features & apps
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
