monday.com + Redtail CRM
Create items in monday.com for new contacts in Redtail CRM
Streamline your workflow with this intuitive automation. When you add a new contact to Redtail CRM, an item is instantly created on your monday.com board. This efficient workflow ensures you never miss a task associated with a new contact, helping you stay organized and focused on building relationships.
Streamline your workflow with this intuitive automation. When you add a new contact to Redtail CRM, an item is instantly created on your monday.com board. This efficient workflow ensures you never miss a task associated with a new contact, helping you stay organized and focused on building relationships.
- When this happens...Contact Created
Triggers when a new contact 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
