Redtail CRM + Smartsheet
Update Redtail CRM activities whenever rows are updated in Smartsheet
Stay updated with every change in Smartsheet. When a row is modified in Smartsheet, corresponding details are immediately updated in Redtail CRM. This ensures accuracy and efficiency in your customer relationship management, leaving no room for outdated information and boosting productivity.
Stay updated with every change in Smartsheet. When a row is modified in Smartsheet, corresponding details are immediately updated in Redtail CRM. This ensures accuracy and efficiency in your customer relationship management, leaving no room for outdated information and boosting productivity.
- When this happens...Updated Row
Triggers when cells in a row are updated or created (based on your settings).
- automatically do this!Update Activity
Updates and existing activity in your database.
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About Redtail CRM
Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.
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About Smartsheet
Smartsheet is a leading cloud-based platform for work execution, enabling teams and organizations to plan, capture, manage, automate, and report on work at scale, resulting in more efficient processes and better business outcomes.
