Metatask + Redtail CRM
Initiate Metatask processes when Redtail CRM contacts are updated
Keep your Redtail CRM contacts and Metatask processes seamlessly aligned with this efficient workflow. Whenever a contact is updated in Redtail CRM, it will trigger the Start Process action in Metatask – ensuring your team stays organized and on track. Save time and effort with this reliable integration, while maintaining accuracy between both platforms.
Keep your Redtail CRM contacts and Metatask processes seamlessly aligned with this efficient workflow. Whenever a contact is updated in Redtail CRM, it will trigger the Start Process action in Metatask – ensuring your team stays organized and on track. Save time and effort with this reliable integration, while maintaining accuracy between both platforms.
- When this happens...Contact Updated
Triggers when an existing contact is updated 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
