Freshsales Classic + Redtail CRM
Create Freshsales Classic deals from new Redtail CRM activities
Effortlessly track your Redtail CRM activities in Freshsales Classic by setting up this workflow. With every new activity created in Redtail CRM, a deal will be generated in Freshsales Classic, ensuring all your vital information is up-to-date across both platforms. Save time and maintain seamless records with this simple yet effective automation.
Effortlessly track your Redtail CRM activities in Freshsales Classic by setting up this workflow. With every new activity created in Redtail CRM, a deal will be generated in Freshsales Classic, ensuring all your vital information is up-to-date across both platforms. Save time and maintain seamless records with this simple yet effective automation.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Deal
Creates a new deal.
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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
