Redtail CRM + Smartsheet
Create new Smartsheet sheets from templates when Redtail CRM activities are created
Stay organized and efficient by connecting Redtail CRM and Smartsheet with this seamless workflow. When a new activity is created in Redtail CRM, this automation will generate a new sheet in Smartsheet using a selected template, ensuring your information is consistently documented and easily accessible. This process helps keep your team in sync and your data current, enabling you to focus on what matters most.
Stay organized and efficient by connecting Redtail CRM and Smartsheet with this seamless workflow. When a new activity is created in Redtail CRM, this automation will generate a new sheet in Smartsheet using a selected template, ensuring your information is consistently documented and easily accessible. This process helps keep your team in sync and your data current, enabling you to focus on what matters most.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!New Sheet From Template
Create a new sheet from a template.
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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
