Deadline Funnel + Redtail CRM
Create custom events in Deadline Funnel for new contacts in Redtail CRM
Stay organized and never miss an important deadline with this efficient workflow. When a new contact is created in Redtail CRM, a custom event will be added to Deadline Funnel, helping you keep track of crucial tasks and deadlines for each contact. This seamless automation ensures all your important dates are managed effectively within Deadline Funnel, saving you time and effort.
Stay organized and never miss an important deadline with this efficient workflow. When a new contact is created in Redtail CRM, a custom event will be added to Deadline Funnel, helping you keep track of crucial tasks and deadlines for each contact. This seamless automation ensures all your important dates are managed effectively within Deadline Funnel, saving you time and effort.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Custom Event
Creates a custom event in DF
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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
