Redtail CRM + Smartsheet
Update Smartsheet rows when Redtail CRM contacts are updated
Keep your Smartsheet up-to-date with this easy-to-use workflow that integrates Redtail CRM and Smartsheet. Whenever a contact is updated in Redtail CRM, this automation ensures the associated row in Smartsheet is also updated, providing your team with the most recent information at all times. Simplify your data management process and enhance team efficiency with this seamless connection.
Keep your Smartsheet up-to-date with this easy-to-use workflow that integrates Redtail CRM and Smartsheet. Whenever a contact is updated in Redtail CRM, this automation ensures the associated row in Smartsheet is also updated, providing your team with the most recent information at all times. Simplify your data management process and enhance team efficiency with this seamless connection.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Send Row
Send a row via email.
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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
