Chatter + Redtail CRM
Create new Chatter posts from newly created Redtail CRM contacts
Keep your team informed about new contacts in your Redtail CRM by automatically sharing updates in your Chatter feed. With this automation, whenever a new contact is created in Redtail CRM, a post will be added to your Chatter feed, ensuring that your team stays up-to-date and can quickly engage with the latest leads and customers. Stay connected and boost collaboration with this efficient workflow.
Keep your team informed about new contacts in your Redtail CRM by automatically sharing updates in your Chatter feed. With this automation, whenever a new contact is created in Redtail CRM, a post will be added to your Chatter feed, ensuring that your team stays up-to-date and can quickly engage with the latest leads and customers. Stay connected and boost collaboration with this efficient workflow.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!New Post in Feed
Triggers when any new post occurs in your Chatter Feed.
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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
