Booqable + Redtail CRM
Create new Booqable customers from newly created Redtail CRM contacts
Easily manage your new contacts from Redtail CRM by creating corresponding customers in Booqable with this seamless workflow. As soon as a contact is created in Redtail CRM, a customer will be generated in Booqable, keeping your database up-to-date and organized. This simple automation saves you time and ensures consistency between both platforms.
Easily manage your new contacts from Redtail CRM by creating corresponding customers in Booqable with this seamless workflow. As soon as a contact is created in Redtail CRM, a customer will be generated in Booqable, keeping your database up-to-date and organized. This simple automation saves you time and ensures consistency between both platforms.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Customer
Create a new customer.
- 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
