Microsoft Excel + Redtail CRM
Create spreadsheets in Microsoft Excel for new contacts in Redtail CRM
Keep your Microsoft Excel spreadsheet updated with new contact information from Redtail CRM. This workflow activates when a new contact is added in Redtail CRM, and subsequently creates a new spreadsheet entry in Microsoft Excel. Eliminate the repetitive task of manual data input and ensure your spreadsheet stays up-to-date with this convenient automation.
Keep your Microsoft Excel spreadsheet updated with new contact information from Redtail CRM. This workflow activates when a new contact is added in Redtail CRM, and subsequently creates a new spreadsheet entry in Microsoft Excel. Eliminate the repetitive task of manual data input and ensure your spreadsheet stays up-to-date with this convenient automation.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Workbook
Creates a new workbook
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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
