Cloze + Redtail CRM
Create todos in Cloze for new Redtail CRM activities
Effortlessly stay organized and on top of your tasks with this workflow. When you create a new activity in Redtail CRM, it will automatically generate a corresponding to-do item in the Cloze app. Streamline your workload and ensure nothing falls through the cracks with this seamless integration between Redtail CRM and Cloze.
Effortlessly stay organized and on top of your tasks with this workflow. When you create a new activity in Redtail CRM, it will automatically generate a corresponding to-do item in the Cloze app. Streamline your workload and ensure nothing falls through the cracks with this seamless integration between Redtail CRM and Cloze.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create ToDo
Creates a new ToDo.
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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
