ConnectWise Manage + Redtail CRM
Create companies in ConnectWise Manage for new contacts in Redtail CRM
Effortlessly manage your relationships in Redtail CRM and ConnectWise Manage with this streamlined workflow. Whenever you create a new contact in Redtail CRM, a company will be automatically generated in ConnectWise Manage. This seamless integration ensures that your data stays organized and up-to-date across both platforms, making it easier for you to stay on top of tasks and engage with your clients effectively.
Effortlessly manage your relationships in Redtail CRM and ConnectWise Manage with this streamlined workflow. Whenever you create a new contact in Redtail CRM, a company will be automatically generated in ConnectWise Manage. This seamless integration ensures that your data stays organized and up-to-date across both platforms, making it easier for you to stay on top of tasks and engage with your clients effectively.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Company
Creates a new company.
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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.
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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
