Capsule CRM + Redtail CRM
Create Capsule CRM projects from new Redtail CRM activities for seamless organization
Effortlessly manage customer relationships with this Redtail CRM and Capsule CRM integration. When a new activity is created in Redtail CRM, this workflow will promptly create a corresponding activity in Capsule CRM. This seamless connection saves valuable time and ensures important details are available in both platforms, allowing you to effectively serve your clients.
Effortlessly manage customer relationships with this Redtail CRM and Capsule CRM integration. When a new activity is created in Redtail CRM, this workflow will promptly create a corresponding activity in Capsule CRM. This seamless connection saves valuable time and ensures important details are available in both platforms, allowing you to effectively serve your clients.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Project
Creates a new Project.
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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
