Easy Project + Redtail CRM
Create tasks in Easy Project for new Redtail CRM activities
Streamline your customer relationship management by connecting Redtail CRM and Easy Project. With this workflow, whenever a new activity is created in Redtail CRM, a task will be instantly generated in Easy Project. Save time and stay organized by effortlessly integrating your CRM activities with project management.
Streamline your customer relationship management by connecting Redtail CRM and Easy Project. With this workflow, whenever a new activity is created in Redtail CRM, a task will be instantly generated in Easy Project. Save time and stay organized by effortlessly integrating your CRM activities with project management.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Task
Create a new task.
- Free forever for core features
- 14 day trial for premium features & apps
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
