Workiro + Redtail CRM
Create Workiro connections for newly created Redtail CRM contacts
Easily streamline your contact management process with this Redtail CRM and Workiro workflow. When a new contact is created in Redtail CRM, it automatically creates a connection in Workiro, ensuring efficient communication without manual data entry. Stay organized and up-to-date with your growing network by leveraging this time-saving automation.
Easily streamline your contact management process with this Redtail CRM and Workiro workflow. When a new contact is created in Redtail CRM, it automatically creates a connection in Workiro, ensuring efficient communication without manual data entry. Stay organized and up-to-date with your growing network by leveraging this time-saving automation.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Person
Creates or updates a person connection in Workiro.
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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
