Bidsketch + Redtail CRM
Create Bidsketch clients from new Redtail CRM contacts
Streamline your client onboarding process with this seamless workflow between Redtail CRM and Bidsketch. Whenever a new contact is created in Redtail CRM, a client profile will be generated in Bidsketch, enhancing your workflow efficiency. Save time and let this integration handle the task of client profile creation for you, ensuring smooth management of your contacts.
Streamline your client onboarding process with this seamless workflow between Redtail CRM and Bidsketch. Whenever a new contact is created in Redtail CRM, a client profile will be generated in Bidsketch, enhancing your workflow efficiency. Save time and let this integration handle the task of client profile creation for you, ensuring smooth management of your contacts.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Client
Creates a new client
- 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
