Circle + Redtail CRM
Create Circle group chats for new Redtail CRM activities
Effortlessly keep your team in the loop with this Redtail CRM and Circle workflow. Whenever a new activity is created in Redtail CRM, it will initiate a group chat in Circle, allowing your team to quickly discuss and collaborate on the latest updates. Stay organized and foster teamwork with this seamless automation.
Effortlessly keep your team in the loop with this Redtail CRM and Circle workflow. Whenever a new activity is created in Redtail CRM, it will initiate a group chat in Circle, allowing your team to quickly discuss and collaborate on the latest updates. Stay organized and foster teamwork with this seamless automation.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Start a Group Chat
Start a group chat with multiple community members.
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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
