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Details Flowers + Redtail CRM

Create client-events in Details Flowers for new contacts created in Redtail CRM

Effortlessly keep your Redtail CRM contacts and Details Flowers client events in sync with this seamless workflow. Whenever a new contact is added in Redtail CRM, this automation will create a corresponding client event in Details Flowers, ensuring that your client information and event details are always up-to-date. Say goodbye to manual entry and streamline your contact management process with this powerful integration.

Effortlessly keep your Redtail CRM contacts and Details Flowers client events in sync with this seamless workflow. Whenever a new contact is added in Redtail CRM, this automation will create a corresponding client event in Details Flowers, ensuring that your client information and event details are always up-to-date. Say goodbye to manual entry and streamline your contact management process with this powerful integration.

  1. When this happens...
    Redtail CRMRedtail CRM
    Contact Created

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    Details FlowersDetails Flowers
    Create Client-Event

    Create a new client and event.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Redtail CRM triggers, actions, and search

    Activity Created

    Triggers when a new activity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Activity Updated

    Triggers when an activity is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Deleted

    Triggers when a new contact is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Created

    Triggers when a new opportunity is created in your database.

    Trigger
    Instant
    Try It
details-flowers logo
details-flowers logo

About Details Flowers

Details Flowers is an all-in-one solution for florists and event designers to manage their events.

Related categories

  • Event Management
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redtailcrm logo

About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.
Learn moreHelp

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