Booqable + Redtail CRM
Create new Booqable customers from Redtail CRM activities
Effortlessly streamline your customer management process with this workflow. When a new activity is created in Redtail CRM, a customer entry will be created in Booqable, ensuring your records are always up-to-date. Save time and improve efficiency by implementing this seamless automation between Redtail CRM and Booqable.
Effortlessly streamline your customer management process with this workflow. When a new activity is created in Redtail CRM, a customer entry will be created in Booqable, ensuring your records are always up-to-date. Save time and improve efficiency by implementing this seamless automation between Redtail CRM and Booqable.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Customer
Create a new customer.
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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
