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Livespace + Redtail CRM

Create Livespace tasks for new Redtail CRM activities

Streamline your sales process by connecting Redtail CRM and Livespace CRM through this seamless workflow. Whenever a new activity is created in Redtail CRM, a corresponding task will be generated in Livespace CRM, ensuring all your important tasks are efficiently transferred between platforms and reducing manual entry. Enhance your productivity, stay organized, and never miss a potential opportunity with this powerful integration.

Streamline your sales process by connecting Redtail CRM and Livespace CRM through this seamless workflow. Whenever a new activity is created in Redtail CRM, a corresponding task will be generated in Livespace CRM, ensuring all your important tasks are efficiently transferred between platforms and reducing manual entry. Enhance your productivity, stay organized, and never miss a potential opportunity with this powerful integration.

  1. When this happens...
    Redtail CRMRedtail CRM
    Activity Created

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    LivespaceLivespace
    Create Task

    Creates a new task.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Redtail CRM triggers, actions, and search

    Activity Created

    Triggers when a new activity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Activity Updated

    Triggers when an activity is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Deleted

    Triggers when a new contact is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Created

    Triggers when a new opportunity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Activity Deleted

    Triggers when an activity is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Created

    Triggers when a new contact is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Updated

    Triggers when an existing contact is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Deleted

    Triggers when an opportunity is deleted in your database.

    Trigger
    Instant
    Try It
livespace logo
livespace logo

About Livespace

Livespace is a sales CRM to help organise your teams,ensuring everyone knows the next step to winning their deals.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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redtailcrm logo
redtailcrm logo

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.

Similar apps

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