Redtail CRM + Slack
Track new pushed Slack messages by creating activities in Redtail CRM
Boost your team's productivity with this automation. When you receive a new message in Slack, it will create an activity in Redtail CRM. This workflow ensures that critical communication is recorded in your CRM, freeing your team from having to manually update and manage their tasks.
Boost your team's productivity with this automation. When you receive a new message in Slack, it will create an activity in Redtail CRM. This workflow ensures that critical communication is recorded in your CRM, freeing your team from having to manually update and manage their tasks.
- When this happens...New Pushed Message
Triggers when you click the "Push to Zapier" button from a message in Slack.
- 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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Zapier Interfaces
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.
