Crmble + Redtail CRM

Create trello Crmble cards for new Redtail CRM contacts

Effortlessly keep your sales pipeline updated with this Redtail CRM and Crmble automation. Whenever a new contact is created in Redtail CRM, a Trello Crmble Card will be generated, ensuring that your sales team always has the latest information at their fingertips. Stay organized and streamline your workflow with this seamless integration.

Effortlessly keep your sales pipeline updated with this Redtail CRM and Crmble automation. Whenever a new contact is created in Redtail CRM, a Trello Crmble Card will be generated, ensuring that your sales team always has the latest information at their fingertips. Stay organized and streamline your workflow with this seamless integration.

  1. When this happens...
    Redtail CRMRedtail CRM
    Contact Created

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    CrmbleCrmble
    Create Deal

    Create a deal in your Crmble Board

    ActionWrite
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Supported triggers and actions

  • Redtail CRM triggers, actions, and search

    Activity Deleted

    Triggers when an activity is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Created

    Triggers when a new contact is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Updated

    Triggers when an existing contact is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Deleted

    Triggers when an opportunity is deleted in your database.

    Trigger
    Instant
    Try It
crmble logo
crmble logo

About Crmble

Feed your Trello Crmble Cards on your boards!

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
redtailcrm logo
redtailcrm logo

About Redtail CRM

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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier