Read AI + Redtail CRM
Create new activities in Redtail CRM from new meeting notes in Read AI
Use this seamless workflow when you want to transfer new meeting notes from the Read AI app directly into Redtail CRM as an activity. As soon as you jot down crucial points in Read AI, an activity is created in Redtail CRM, ensuring you never miss tracking essential details from your meetings. It's an automatic solution to keeping your CRM up-to-date with all your important discussions and decisions.
Use this seamless workflow when you want to transfer new meeting notes from the Read AI app directly into Redtail CRM as an activity. As soon as you jot down crucial points in Read AI, an activity is created in Redtail CRM, ensuring you never miss tracking essential details from your meetings. It's an automatic solution to keeping your CRM up-to-date with all your important discussions and decisions.
- When this happens...New Meeting Notes
Triggers when notes (summary, action items, etc) are available for a new meeting.
- automatically do this!Create Activity
Creates a new activity in your database.
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New Meeting Notes
Triggers when notes (summary, action items, etc) are available for a new meeting.
Try ItActivity 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 It
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
