OneDrive + Redtail CRM
Create folders in OneDrive for new Redtail CRM contacts
Effortlessly organize your Redtail CRM contacts by creating a corresponding folder in OneDrive with this seamless workflow. Whenever a new contact is added in Redtail CRM, a dedicated folder will be created in OneDrive, ensuring easy access to all related documents and files. Simplify your document management and enhance team collaboration with this smart integration.
Effortlessly organize your Redtail CRM contacts by creating a corresponding folder in OneDrive with this seamless workflow. Whenever a new contact is added in Redtail CRM, a dedicated folder will be created in OneDrive, ensuring easy access to all related documents and files. Simplify your document management and enhance team collaboration with this smart integration.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Folder
Creates a new folder.
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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
