Meetime + Redtail CRM
Create new Meetime prospections from newly created Redtail CRM activities
Streamline your sales process by connecting Redtail CRM and Meetime apps with this efficient workflow. When you create a new activity in Redtail CRM, this automation will instantly start a new Prospection in Meetime, ensuring your sales activities are always up-to-date and organized. Save time and effort by linking these two powerful tools together, and focus on making successful connections with your potential clients.
Streamline your sales process by connecting Redtail CRM and Meetime apps with this efficient workflow. When you create a new activity in Redtail CRM, this automation will instantly start a new Prospection in Meetime, ensuring your sales activities are always up-to-date and organized. Save time and effort by linking these two powerful tools together, and focus on making successful connections with your potential clients.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Start a New Prospection
Starts a new prospection with an existing/new lead
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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
