Process Street + Redtail CRM
Create Process Street workflows from new Redtail CRM activities for seamless management
Effortlessly streamline your processes with this Redtail CRM and Process Street integration. When a new activity is created in Redtail CRM, this workflow will trigger a specified Process Street workflow to run. Stay organized and ensure timely task execution without having to switch between multiple apps.
Effortlessly streamline your processes with this Redtail CRM and Process Street integration. When a new activity is created in Redtail CRM, this workflow will trigger a specified Process Street workflow to run. Stay organized and ensure timely task execution without having to switch between multiple apps.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Run Workflow
Runs a workflow.
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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
