Bind ERP + Redtail CRM
Create new prospects in Bind ERP when activities are created in Redtail CRM
Efficiently manage your sales pipeline by connecting Redtail CRM to Bind ERP with this seamless workflow. When a new activity is created in Redtail CRM, a prospect will be instantly generated in Bind ERP, allowing you to keep both systems up-to-date without manual data entry. Save time and maintain accurate records with this smooth automation process.
Efficiently manage your sales pipeline by connecting Redtail CRM to Bind ERP with this seamless workflow. When a new activity is created in Redtail CRM, a prospect will be instantly generated in Bind ERP, allowing you to keep both systems up-to-date without manual data entry. Save time and maintain accurate records with this smooth automation process.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Prospect
Creates a new prospect.
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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