Redtail CRM + SalesClue
Create SalesClue file share links for new Redtail CRM activities
Efficiently manage new activities in your Redtail CRM by creating a file share link in SalesClue with this seamless workflow. When an activity is created in Redtail CRM, a file share link is generated in SalesClue, allowing you to easily access and share vital documents associated with the activity. This streamlines your sales process and promotes collaboration among team members.
Efficiently manage new activities in your Redtail CRM by creating a file share link in SalesClue with this seamless workflow. When an activity is created in Redtail CRM, a file share link is generated in SalesClue, allowing you to easily access and share vital documents associated with the activity. This streamlines your sales process and promotes collaboration among team members.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create File Share Link
Creates a FileShareLink
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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
