Redtail CRM + Smartsheet
Create Smartsheet rows for new Redtail CRM activities
Effortlessly keep your team updated on new activities in Redtail CRM by connecting it to Smartsheet. With this workflow, every time a new activity is created in Redtail CRM, a row will be updated in Smartsheet, ensuring your team has the most up-to-date information. Save time and improve collaboration by streamlining activity tracking between these two platforms.
Effortlessly keep your team updated on new activities in Redtail CRM by connecting it to Smartsheet. With this workflow, every time a new activity is created in Redtail CRM, a row will be updated in Smartsheet, ensuring your team has the most up-to-date information. Save time and improve collaboration by streamlining activity tracking between these two platforms.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!New Row Update
Update an existing row with new values. Requires a row ID.
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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
