Redtail CRM + Whaller
Create Whaller messages for new Redtail CRM activities
Stay on top of new activities in your Redtail CRM by sharing updates directly in Whaller. With this automation, each time a new activity is created in Redtail CRM, a message will be posted in a Whaller Sphere. This workflow ensures your team remains informed and up-to-date on CRM happenings, improving communication and productivity.
Stay on top of new activities in your Redtail CRM by sharing updates directly in Whaller. With this automation, each time a new activity is created in Redtail CRM, a message will be posted in a Whaller Sphere. This workflow ensures your team remains informed and up-to-date on CRM happenings, improving communication and productivity.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Message in Sphere
Writes a message in a sphere.
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Activity Created
Triggers when a new activity is created in your database.
Try ItActivity Updated
Triggers when an activity is updated in your database.
Try ItContact Deleted
Triggers when a new contact is deleted in your database.
Try ItOpportunity Created
Triggers when a new opportunity is created in your database.
Try It
Activity Deleted
Triggers when an activity is deleted in your database.
Try ItContact Created
Triggers when a new contact is created in your database.
Try ItContact Updated
Triggers when an existing contact is updated in your database.
Try ItOpportunity Deleted
Triggers when an opportunity is deleted in your database.
Try It
