Baton + Redtail CRM
Create Baton projects from new Redtail CRM activities
Efficiently manage your client activities and projects with this seamless Redtail CRM and Baton integration. When a new activity is created in Redtail CRM, this workflow will automatically create a project in Baton, ensuring all your client-related tasks are organized and easily accessible. Stay on top of your client relationships by having a centralized location for all project information.
Efficiently manage your client activities and projects with this seamless Redtail CRM and Baton integration. When a new activity is created in Redtail CRM, this workflow will automatically create a project in Baton, ensuring all your client-related tasks are organized and easily accessible. Stay on top of your client relationships by having a centralized location for all project information.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Project
Creates a Project on Baton
- Free forever for core features
- 14 day trial for premium features & apps
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
