JobTread + Redtail CRM
Update JobTread customers when Redtail CRM contacts are updated
Keep your Redtail CRM contacts and JobTread customers in sync with this efficient workflow. When a contact is updated in Redtail CRM, a new customer will be created in JobTread, ensuring your customer information is always up-to-date and streamlining your project management process. Save time and boost your team's productivity with this seamless automation.
Keep your Redtail CRM contacts and JobTread customers in sync with this efficient workflow. When a contact is updated in Redtail CRM, a new customer will be created in JobTread, ensuring your customer information is always up-to-date and streamlining your project management process. Save time and boost your team's productivity with this seamless automation.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Create Customer
Create a new customer including optional contacts, locations, and jobs.
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- 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
