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Redtail CRM + Trello

Redtail CRM + Trello

Redtail CRM + Trello integrations

Create activities in Redtail CRM when new labels are added to cards in Trello

With this workflow, whenever a new label is added to a card in Trello, a corresponding activity is immediately created in Redtail CRM. This efficient process keeps your CRM up-to-date with your project management activities, allowing you to streamline your work and avoid manual data entry. Keep your customer relations managed and your projects well-tracked with this convenient workflow.

  1. When this happens...
    New Label Added to Card
    New Label Added to Card
    New Label Added to CardTriggers when a label is added in a Trello card.
  2. automatically do this!
    Create Activity
    Create Activity
    Create ActivityCreates a new activity in your database.
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More things you can do with Trello and Redtail CRM

Discover other triggers and actions you can use with Trello and Redtail CRM

  • Trello triggers, actions, and search
    New Board

    Triggers when a new board is added.

    Trigger
    Polling
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    • Board ID
    • List ID
    • Card ID
    Trigger
    Polling
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    • Activity
      Required
    • Board ID
    • List ID
    • Card ID
    Trigger
    Instant
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    • Info
    • Board ID
    • Time Before
    • Time Before (Unit)
    • Status
    • Only cards where you're a member?
    Trigger
    Polling
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    • Board ID
    • List ID
    • Card ID
    Trigger
    Polling
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    • Board ID
    • List ID
    • Card ID
    Trigger
    Instant
    Try It
    • Board ID
    • Card ID
    Trigger
    Instant
    Try It
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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 Trello
Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
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