Freshdesk + Redtail CRM
Create Freshdesk companies from new Redtail CRM activities
Effortlessly maintain customer relations with this Redtail CRM to Freshdesk workflow. Whenever a new activity is created in Redtail CRM, a company will be generated in Freshdesk, keeping your customer information up-to-date and easily accessible. Simplify your CRM management and enhance collaboration with this streamlined automation.
Effortlessly maintain customer relations with this Redtail CRM to Freshdesk workflow. Whenever a new activity is created in Redtail CRM, a company will be generated in Freshdesk, keeping your customer information up-to-date and easily accessible. Simplify your CRM management and enhance collaboration with this streamlined automation.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Company
Allows you to create a Company entry in Freshdesk.
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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
