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
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Triggers when a new activity is created.
Creates a new activity.
Triggers when a new contact is created.
Creates a new contact.
Triggers when a Card is updated in Trello.
Adds a new list on a specific board.
Triggers when you get a new notification in Trello.
Creates a new board.
Triggers when a new card is added.
Adds a new card on a specific board and list.