Firmao + Redtail CRM
Create new Firmao customers when activities are created in Redtail CRM
Effortlessly manage your client information by connecting Redtail CRM and Firmao with this seamless workflow. When a new activity is created in Redtail CRM, it will instantly create a customer in Firmao, ensuring your client database stays up to date. Save time and stay organized with this streamlined automation.
Effortlessly manage your client information by connecting Redtail CRM and Firmao with this seamless workflow. When a new activity is created in Redtail CRM, it will instantly create a customer in Firmao, ensuring your client database stays up to date. Save time and stay organized with this streamlined automation.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Company
Creates a Company in Firmao.
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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
