Circle + Redtail CRM
Create Circle direct messages for new Redtail CRM activities
Stay informed and engaged with your team by sending Circle direct messages when new activities are added in Redtail CRM. This workflow ensures that your team receives immediate communication about important updates, streamlining collaboration and improving productivity. Enhance your customer relationship management process with this efficient, time-saving automation.
Stay informed and engaged with your team by sending Circle direct messages when new activities are added in Redtail CRM. This workflow ensures that your team receives immediate communication about important updates, streamlining collaboration and improving productivity. Enhance your customer relationship management process with this efficient, time-saving automation.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Send Direct Message
Send a direct message to a member.
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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
