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Freshdesk + Redtail CRM

Create Freshdesk contacts from new Redtail CRM activities

Easily stay on top of your customer interactions with this seamless workflow between Redtail CRM and Freshdesk. Whenever a new activity is created in Redtail CRM, a contact will be added in Freshdesk, ensuring your team always has the latest information. This automation saves time and effort, allowing you to focus on providing excellent customer service.

Easily stay on top of your customer interactions with this seamless workflow between Redtail CRM and Freshdesk. Whenever a new activity is created in Redtail CRM, a contact will be added in Freshdesk, ensuring your team always has the latest information. This automation saves time and effort, allowing you to focus on providing excellent customer service.

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

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    FreshdeskFreshdesk
    Create Contact

    Allows you to create a User/Customer in Freshdesk for your support domain.

    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
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freshdesk logo

About Freshdesk

Freshdesk is an online helpdesk software with multiple channel customer service to support customers across email, phone, chat, web, Twitter and more.
Help

Related categories

  • Customer Support

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