Metatask + Redtail CRM
Create Metatask processes for new Redtail CRM activities to streamline workflow management
Simplify your customer relationship management by initiating a process in Metatask as soon as a new activity appears in Redtail CRM. This seamless connection ensures efficient task management and streamlines your operations, making certain no important steps are overlooked in your CRM process. Focus on expanding your business while this automation handles the behind-the-scenes tasks for you.
Simplify your customer relationship management by initiating a process in Metatask as soon as a new activity appears in Redtail CRM. This seamless connection ensures efficient task management and streamlines your operations, making certain no important steps are overlooked in your CRM process. Focus on expanding your business while this automation handles the behind-the-scenes tasks for you.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Start Process
Starts a new process from a template (with line item support).
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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
