Confluence Cloud + Redtail CRM

Create Confluence Cloud pages or blog posts from new Redtail CRM activities

Stay organized and informed with this Redtail CRM and Confluence Cloud integration. Whenever a new activity is created in Redtail CRM, it triggers the creation of a corresponding page or blog post in Confluence Cloud. This workflow ensures all team members are kept up-to-date on recent activities, enhancing collaboration and making sure nothing slips through the cracks.

Stay organized and informed with this Redtail CRM and Confluence Cloud integration. Whenever a new activity is created in Redtail CRM, it triggers the creation of a corresponding page or blog post in Confluence Cloud. This workflow ensures all team members are kept up-to-date on recent activities, enhancing collaboration and making sure nothing slips through the cracks.

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

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    Confluence CloudConfluence Cloud
    Create Page or Blog Post

    Creates a new page or blog post.

    ActionWrite
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Supported triggers and actions

What does this mean?
confluence-cloud logo
confluence-cloud logo

About Confluence Cloud

Confluence is where you create, organize and discuss work with your team. This integration connects to cloud-hosted instances of Confluence. Use the 'Confluence Server' app for server-hosted instances.
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Related categories

  • Team Collaboration
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.
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Related categories

  • CRM (Customer Relationship Management)

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