Crystal Ball + Redtail CRM
Create annotations in Crystal Ball for new Redtail CRM activities
Effortlessly keep track of your Redtail CRM activities with this automation that streamlines your workflow. When a new activity is created in Redtail CRM, it will trigger an annotation to be added in the Crystal Ball app, ensuring that all important updates are documented in one place. Save time and stay organized with this seamless integration between Redtail CRM and Crystal Ball.
Effortlessly keep track of your Redtail CRM activities with this automation that streamlines your workflow. When a new activity is created in Redtail CRM, it will trigger an annotation to be added in the Crystal Ball app, ensuring that all important updates are documented in one place. Save time and stay organized with this seamless integration between Redtail CRM and Crystal Ball.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Annotation in Crystal Ball
Add an annotation in your account for an event.
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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
