Redtail CRM + Trello
Create Trello cards for new Redtail CRM activities
Are you managing your clients in your CRM but using a to-do list to keep track of tasks? Once set up, this Zapier integration will automatically create a new card in Trello whenever a new activity is created in Redtail CRM to help you stay organized.
Are you managing your clients in your CRM but using a to-do list to keep track of tasks? Once set up, this Zapier integration will automatically create a new card in Trello whenever a new activity is created in Redtail CRM to help you stay organized.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Card
Triggers when a new card 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
