Pipedrive + Redtail CRM
Attach files in Pipedrive when new activities are created in Redtail CRM
Effortlessly keep your Pipedrive files up-to-date with this seamless workflow between Redtail CRM and Pipedrive. Whenever a new activity is created in Redtail CRM, this automation will attach a file to the corresponding Pipedrive deal, ensuring all documents are readily accessible when needed. Save time and eliminate manual file management with this powerful integration.
Effortlessly keep your Pipedrive files up-to-date with this seamless workflow between Redtail CRM and Pipedrive. Whenever a new activity is created in Redtail CRM, this automation will attach a file to the corresponding Pipedrive deal, ensuring all documents are readily accessible when needed. Save time and eliminate manual file management with this powerful integration.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Attach File
Uploads a file and attaches it to a deal, person, organization, activity, product or note.
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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
