Freshsales Suite + Redtail CRM
Update Freshsales Suite deals when new Redtail CRM activities are created
Keep your sales pipeline updated by instantly reflecting new activities from Redtail CRM in your Freshsales Suite deals. With this workflow, whenever a new activity is created in Redtail CRM, the corresponding deal in Freshsales Suite will be updated. This saves you time and ensures your sales team is always working with the most accurate information.
Keep your sales pipeline updated by instantly reflecting new activities from Redtail CRM in your Freshsales Suite deals. With this workflow, whenever a new activity is created in Redtail CRM, the corresponding deal in Freshsales Suite will be updated. This saves you time and ensures your sales team is always working with the most accurate information.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Update Deal
update an existing 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
