Plaud + Redtail CRM
Create new activities in Redtail CRM when transcripts and summaries are ready in Plaud
Streamline your workflow between Plaud and Redtail CRM with this robust automation. When a new Transcript & Summary is ready in Plaud, an Activity will be instantly created in Redtail CRM, ensuring the information is efficiently organized and accessible. This smooth transfer of data helps to eliminate manual entry and keeps your customer relationship management system updated for better business operations.
Streamline your workflow between Plaud and Redtail CRM with this robust automation. When a new Transcript & Summary is ready in Plaud, an Activity will be instantly created in Redtail CRM, ensuring the information is efficiently organized and accessible. This smooth transfer of data helps to eliminate manual entry and keeps your customer relationship management system updated for better business operations.
- When this happens...Transcript & Summary Ready
Triggers when an audio file submission for transcription summary, re-transcription, or re-summary is completed.
- automatically do this!Create Activity
Creates a new activity in your database.
- Free forever for core features
- 14 day trial for premium features & apps
Minimum Recording Length (mins)
Format for Transcript & Summary
Try ItActivity 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 It
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
