Redtail CRM + Smartsheet
Create Smartsheet rows for new Redtail CRM activities
Effortlessly track your Redtail CRM activities in Smartsheet with this seamless workflow. Whenever a new activity is created in Redtail CRM, the details will be sent to Smartsheet and added as a new row, ensuring your team stays informed and up-to-date. Say goodbye to manual data transfers and simplify your activity tracking process with this convenient automation.
Effortlessly track your Redtail CRM activities in Smartsheet with this seamless workflow. Whenever a new activity is created in Redtail CRM, the details will be sent to Smartsheet and added as a new row, ensuring your team stays informed and up-to-date. Say goodbye to manual data transfers and simplify your activity tracking process with this convenient automation.
- When this happens...Activity Created
Triggers when a new activity is created 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
