ConnectWise Manage + Redtail CRM
Update ConnectWise Manage tickets when Redtail CRM contacts are edited
Effortlessly maintain your customer support process with this Redtail CRM to ConnectWise Manage workflow. Whenever a contact is updated in Redtail CRM, a ticket will be created in ConnectWise Manage, ensuring your team stays informed and can address any changes promptly. Keep your support process running smoothly and enhance customer satisfaction with this efficient automation.
Effortlessly maintain your customer support process with this Redtail CRM to ConnectWise Manage workflow. Whenever a contact is updated in Redtail CRM, a ticket will be created in ConnectWise Manage, ensuring your team stays informed and can address any changes promptly. Keep your support process running smoothly and enhance customer satisfaction with this efficient automation.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Create Ticket
Creates a new service desk or project ticket.
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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
