Create new Redtail CRM activities when cards are moved to lists in Trello
Streamline your sales process with this workflow. When you move a card to a specific list in Trello, it creates a corresponding activity in Redtail CRM. This saves time and maintains organization across your project management and customer relationship platforms, allowing you to stay focused on what matters most - growing your business.
Streamline your sales process with this workflow. When you move a card to a specific list in Trello, it creates a corresponding activity in Redtail CRM. This saves time and maintains organization across your project management and customer relationship platforms, allowing you to stay focused on what matters most - growing your business.
- When this happens...Card Moved to List
Triggers when a Card is moved to a List in Trello, inside the same Board.
- automatically do this!Create Activity
Creates a new activity in your database.
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