ConnectWise Manage + Redtail CRM
Create ticket notes in ConnectWise Manage for updated contacts in Redtail CRM
Keep your customer support tickets updated with this seamless workflow between Redtail CRM and ConnectWise Manage. When a contact is updated in Redtail CRM, a ticket note will be created in ConnectWise Manage, ensuring that your team stays informed about important changes. Spend less time manually inputting data and more time focusing on providing excellent customer service with this automated process.
Keep your customer support tickets updated with this seamless workflow between Redtail CRM and ConnectWise Manage. When a contact is updated in Redtail CRM, a ticket note will be created in ConnectWise Manage, ensuring that your team stays informed about important changes. Spend less time manually inputting data and more time focusing on providing excellent customer service with this automated process.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Create Ticket Note
Create a service note or ticket note.
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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
