Gavel + Redtail CRM
Create and populate Gavel sessions from new Redtail CRM activities
Effortlessly streamline your data management with this Redtail CRM and Gavel workflow. When a new activity is created in Redtail CRM, this automation will prompt Gavel to generate and populate a new session, keeping your records up-to-date and saving you time. Simplify your processes and maintain organized information across both platforms with ease.
Effortlessly streamline your data management with this Redtail CRM and Gavel workflow. When a new activity is created in Redtail CRM, this automation will prompt Gavel to generate and populate a new session, keeping your records up-to-date and saving you time. Simplify your processes and maintain organized information across both platforms with ease.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create and Populate a New Session
Creates a new session of an existing workflow, populates it with the provided variables, and outputs a session ID and a link that can be used to continue the workflow.
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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