myHomeIQ + Redtail CRM
Create myHomeIQ reports from new Redtail CRM activities
Easily stay on top of client activities with this efficient workflow between Redtail CRM and myHomeIQ. When a new activity is created in Redtail CRM, a myHomeIQ report is generated, providing you with valuable insights and data analysis. Save time and streamline your client management processes by automating this crucial step.
Easily stay on top of client activities with this efficient workflow between Redtail CRM and myHomeIQ. When a new activity is created in Redtail CRM, a myHomeIQ report is generated, providing you with valuable insights and data analysis. Save time and streamline your client management processes by automating this crucial step.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
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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
