Redtail CRM + Smartsheet
Add new Redtail CRM activities to Smartsheet as rows
This workflow bridges your Redtail CRM and Smartsheet seamlessly. Each new activity logged in Redtail CRM leads to an immediate creation of a corresponding row on your chosen Smartsheet, streamlining your data updates. Utilize this setup to keep your data current across both platforms, boosting your project tracking efforts.
This workflow bridges your Redtail CRM and Smartsheet seamlessly. Each new activity logged in Redtail CRM leads to an immediate creation of a corresponding row on your chosen Smartsheet, streamlining your data updates. Utilize this setup to keep your data current across both platforms, boosting your project tracking efforts.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Add Row to Sheet
Add a row to a sheet.
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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
