Freedcamp + Redtail CRM

Create tasks in Freedcamp for new contacts added to Redtail CRM

Efficiently create tasks in Freedcamp when new contacts are added to Redtail CRM with this seamless workflow. As a contact is created in Redtail CRM, this automation sets up a corresponding task in Freedcamp, ensuring you never overlook important tasks. Maintain effortless collaboration among your team and streamline your task management process without manual input.

Efficiently create tasks in Freedcamp when new contacts are added to Redtail CRM with this seamless workflow. As a contact is created in Redtail CRM, this automation sets up a corresponding task in Freedcamp, ensuring you never overlook important tasks. Maintain effortless collaboration among your team and streamline your task management process without manual input.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    FreedcampFreedcamp
    Create Task

    Creates a new task in a task list.

    ActionWrite
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Supported triggers and actions

  • Redtail CRM triggers, actions, and search

    Activity Deleted

    Triggers when an activity is deleted in your database.

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

    Contact Created

    Triggers when a new contact is created in your database.

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

    Contact Updated

    Triggers when an existing contact is updated in your database.

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

    Opportunity Deleted

    Triggers when an opportunity is deleted in your database.

    Trigger
    Instant
    Try It
freedcamp logo
freedcamp logo

About Freedcamp

Freedcamp is a project management tool equipt with all the tools you need to work with your team and organize any project.
Learn more

Related categories

  • Project Management
redtailcrm logo
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 more

Related categories

  • CRM (Customer Relationship Management)

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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier