Autotask + Redtail CRM
Create contacts in Autotask for new Redtail CRM contacts
Easily maintain consistency between your Redtail CRM and Autotask systems with this seamless workflow. When a new contact is created in Redtail CRM, it will also create a contact in Autotask, ensuring your data stays up to date and organized across both platforms. Save time and effort by reducing manual data entry, while improving overall efficiency in managing your contacts.
Easily maintain consistency between your Redtail CRM and Autotask systems with this seamless workflow. When a new contact is created in Redtail CRM, it will also create a contact in Autotask, ensuring your data stays up to date and organized across both platforms. Save time and effort by reducing manual data entry, while improving overall efficiency in managing your contacts.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Contact
Triggers when a new contact is found. Note: This trigger requires webhook creation permissions. See here on how to enable for your Zapier integration user.
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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.
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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
