OneNote + Redtail CRM
Create notes in OneNote for new contacts in Redtail CRM
Effortlessly keep track of new contacts in your Redtail CRM by creating a note in OneNote with this seamless automation. Whenever a new contact is added in Redtail CRM, a note will be generated in OneNote, ensuring you have all the relevant information stored in one place. Stay organized and save time managing your contacts with this streamlined workflow.
Effortlessly keep track of new contacts in your Redtail CRM by creating a note in OneNote with this seamless automation. Whenever a new contact is added in Redtail CRM, a note will be generated in OneNote, ensuring you have all the relevant information stored in one place. Stay organized and save time managing your contacts with this streamlined workflow.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Note
Create a new note in the "Quick Notes" section of your default notebook.
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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
