ClickUp + Redtail CRM
Create tasks in ClickUp for updated Redtail CRM contacts
Keep your tasks up-to-date with this efficient workflow between Redtail CRM and ClickUp. Whenever a contact is updated in Redtail CRM, a new task will be created in ClickUp so you can stay organized and on top of any changes. This seamless connection ensures you never miss important updates and can focus on providing top-notch service to your clients.
Keep your tasks up-to-date with this efficient workflow between Redtail CRM and ClickUp. Whenever a contact is updated in Redtail CRM, a new task will be created in ClickUp so you can stay organized and on top of any changes. This seamless connection ensures you never miss important updates and can focus on providing top-notch service to your clients.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Create Task
Creates a new task.
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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
