ConnectWise Manage + Redtail CRM
Create tickets in ConnectWise Manage for new activities in Redtail CRM
Effortlessly stay on top of your client activities and support needs with this Redtail CRM and ConnectWise Manage workflow. Whenever a new activity is created in Redtail CRM, a ticket will be generated in ConnectWise Manage, helping your team address issues and requests in a timely manner. Streamline your customer relationship management and support processes with this seamless integration.
Effortlessly stay on top of your client activities and support needs with this Redtail CRM and ConnectWise Manage workflow. Whenever a new activity is created in Redtail CRM, a ticket will be generated in ConnectWise Manage, helping your team address issues and requests in a timely manner. Streamline your customer relationship management and support processes with this seamless integration.
- When this happens...Activity Created
Triggers when a new activity is created 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
