Redtail CRM + Smartsheet
Create Smartsheet discussions for new Redtail CRM activities
Stay organized and save time with this workflow that connects Redtail CRM and Smartsheet. When a new activity is created in Redtail CRM, a discussion will be added to a Smartsheet row, helping you keep all relevant information in one place. This seamless connection makes it easy to track your CRM activities and collaborate effectively within your team.
Stay organized and save time with this workflow that connects Redtail CRM and Smartsheet. When a new activity is created in Redtail CRM, a discussion will be added to a Smartsheet row, helping you keep all relevant information in one place. This seamless connection makes it easy to track your CRM activities and collaborate effectively within your team.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Add Discussion to Row
Adds discussion to row.
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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
