Redtail CRM + Slack
Create Redtail CRM activities for new Slack reactions
Effortlessly track your team's reactions in Slack by creating a Redtail CRM activity every time a new reaction is added. This workflow streamlines your communication process, ensuring important interactions are recorded and easily accessible in your Redtail CRM, saving you time and keeping your team organized.
Effortlessly track your team's reactions in Slack by creating a Redtail CRM activity every time a new reaction is added. This workflow streamlines your communication process, ensuring important interactions are recorded and easily accessible in your Redtail CRM, saving you time and keeping your team organized.
- When this happens...New Reaction Added
Triggers when a reaction (aka reactji) is added to a message in a public #channel.
- automatically do this!Create Activity
Creates a new activity in your database.
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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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App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Slack
Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.
