Pipedrive + Redtail CRM
Update Pipedrive deals when new Redtail CRM activities are created
Keep your sales pipeline up-to-date with this streamlined workflow between Redtail CRM and Pipedrive. Whenever a new activity is created in Redtail CRM, this automation will update the corresponding deal in Pipedrive, ensuring your sales team stays informed and your data remains consistent across both platforms. Save time and improve efficiency with this seamless integration.
Keep your sales pipeline up-to-date with this streamlined workflow between Redtail CRM and Pipedrive. Whenever a new activity is created in Redtail CRM, this automation will update the corresponding deal in Pipedrive, ensuring your sales team stays informed and your data remains consistent across both platforms. Save time and improve efficiency with this seamless integration.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Update Deal
Updates an existing deal.
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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
