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Microsoft SharePoint logoMicrosoft SharePoint logo

Redtail CRM + Microsoft SharePoint

Redtail CRM + Microsoft SharePoint

Redtail CRM + Microsoft SharePoint integrations

Create and publish sharepoint pages for new Redtail CRM activities

Keep your team updated and streamline your processes with this efficient workflow. When a new activity is created in Redtail CRM, a corresponding page will be published in Microsoft SharePoint, ensuring that relevant information is centralized and easily accessible. Stay organized and boost collaboration with this time-saving automation.

  1. When this happens...
    Activity Created
    Activity Created
    Activity CreatedTriggers when a new activity is created in your database.
  2. automatically do this!
    Publish Page
    Publish Page
    Publish PageSets status of an existing page to published.
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More things you can do with Redtail CRM and Microsoft SharePoint

Discover other triggers and actions you can use with Redtail CRM and Microsoft SharePoint

  • Redtail CRM triggers, actions, and search
    Activity Created

    Triggers when a new activity is created in your database.

    Trigger
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  • Redtail CRM triggers, actions, and search
    Activity Updated

    Triggers when an activity is updated in your database.

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    Contact Deleted

    Triggers when a new contact is deleted in your database.

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  • Redtail CRM triggers, actions, and search
    Opportunity Created

    Triggers when a new opportunity is created in your database.

    Trigger
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  • Redtail CRM triggers, actions, and search
    Activity Deleted

    Triggers when an activity is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search
    Contact Created

    Triggers when a new contact is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search
    Contact Updated

    Triggers when an existing contact is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search
    Opportunity Deleted

    Triggers when an opportunity is deleted in your database.

    Trigger
    Instant
    Try It
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About Redtail CRM
Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.
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About Microsoft SharePoint
Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.
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