Redtail CRM + Trello
Create new Trello lists for every new opportunity in Redtail CRM
Stay on top of new opportunities with this efficient workflow between Redtail CRM and Trello. When a new opportunity is created in Redtail CRM, a corresponding list is promptly set up in Trello, ensuring you never miss a potential lead. This simple automation streamlines your sales process, freeing up time for more important tasks.
Stay on top of new opportunities with this efficient workflow between Redtail CRM and Trello. When a new opportunity is created in Redtail CRM, a corresponding list is promptly set up in Trello, ensuring you never miss a potential lead. This simple automation streamlines your sales process, freeing up time for more important tasks.
- When this happens...Opportunity Created
Triggers when a new opportunity is created in your database.
- automatically do this!Create List
Triggers when a new list on a board is added.
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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
