Freshsales Classic + Redtail CRM
Create Freshsales Classic accounts when Redtail CRM contacts are updated
Keep your sales process efficient and organized by effortlessly connecting Redtail CRM and Freshsales Classic. With this workflow, every time a contact is updated in Redtail CRM, an account will be created in Freshsales Classic. This seamless connection ensures that your sales team can promptly access accurate contact information and maintain streamlined communication with potential clients.
Keep your sales process efficient and organized by effortlessly connecting Redtail CRM and Freshsales Classic. With this workflow, every time a contact is updated in Redtail CRM, an account will be created in Freshsales Classic. This seamless connection ensures that your sales team can promptly access accurate contact information and maintain streamlined communication with potential clients.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Create Account
Creates a new account.
- Free forever for core features
- 14 day trial for premium features & apps
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
