Crmble + Redtail CRM

Create trello Crmble cards for new Redtail CRM activities

Effortlessly manage your sales leads with this seamless workflow between Redtail CRM and Crmble. When a new activity is created in Redtail CRM, this automation will create a corresponding Trello Crmble card to help you keep track of your prospects and follow-ups. Stay organized and never miss a beat with this simple yet powerful integration.

Effortlessly manage your sales leads with this seamless workflow between Redtail CRM and Crmble. When a new activity is created in Redtail CRM, this automation will create a corresponding Trello Crmble card to help you keep track of your prospects and follow-ups. Stay organized and never miss a beat with this simple yet powerful integration.

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

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    CrmbleCrmble
    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)

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Zapier Interfaces

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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