Create Trello cards for new Redtail CRM activities
When this happensStep 1: New Activity
Then do thisStep 2: Create Card
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.
How this Redtail CRM-Trello integration works
- A new activity is created in Redtail CRM
- Zapier adds a new card to a Trello list
- Redtail CRM