Redtail CRM + Trello integrations
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.
- When this happens...Card Moved to ListTriggers when a Card is moved to a List in Trello, inside the same Board.
- automatically do this!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
- New Board
Triggers when a new board is added.
Try ItTriggerPolling - Board ID
- List ID
- Card ID
Try ItTriggerPolling- ActivityRequired
- Board ID
- List ID
- Card ID
Try ItTriggerInstant- Info
- Board ID
- Time Before
- Time Before (Unit)
- Status
- Only cards where you're a member?
Try ItTriggerPolling
- Board ID
- List ID
- Filter
Try ItTriggerPolling- Board ID
- List ID
- Card ID
Try ItTriggerPolling- Board ID
- List ID
- Card ID
Try ItTriggerInstant- Board ID
- Card ID
Try ItTriggerInstant
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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Trello is a team collaboration tool that lets you organize anything and everything to keep your projects on task.
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