Freshservice + Redtail CRM

Freshservice + Redtail CRM integrations

Create Freshservice requesters from new Redtail CRM activities

Effortlessly keep track of your client interactions with this Redtail CRM and Freshservice integration. When a new activity is created in Redtail CRM, this workflow will immediately create a requester in Freshservice, ensuring all relevant details are seamlessly transferred. Stay organized and manage your client information efficiently with this time-saving automation.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
TriggerInstant
automatically do this!
Create RequesterAllows you to create a Requester in Freshservice for your support domain.
ActionWrite

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More things you can do with Redtail CRM and Freshservice

Discover other triggers and actions you can use with Redtail CRM and Freshservice

Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
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Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
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Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
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Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
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Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
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Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Write

- ID
  Required
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- ID
  Required
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
New User
Triggers when a new User is created.
Trigger
Instant
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Update User
Triggers when a user is updated.
Trigger
Instant
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- Subject
  Required
- Description
  Required
- Ticket Status
  Required
- Type
- Email
  Required
- CC Emails
- Category
- Priority
- Urgency
- Impact
- Department
- Group
- Source
Action
Write
- Ticket
- Approval Type
  Required
- Approver
  Required
Action
Write

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
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Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
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Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
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Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
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Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
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- Subject
  Required
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- Name
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- ID
  Required
- First Name
- Last Name
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
Action
Write
New Ticket
Triggers when there is a new ticket is created in Freshservice.
Trigger
Instant
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Updated Ticket
Triggers when a Ticket is updated.
Trigger
Instant
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- Ticket No
  Required
- Notes
  Required
- Private
  Required
Action
Write
- First Name
  Required
- Last Name
- Job Title
- Primary Email
  Required
- Mobile Phone Number
- Work Phone Number
- Address
- Background Information
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

About Freshservice

Freshservice is an online, cloud-based IT Helpdesk which is ITIL ready.

HelpHelp

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About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Create Freshservice requesters from new Redtail CRM contacts

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