Process Street + Redtail CRM
Create new Process Street workflows when new contacts are added in Redtail CRM
Stay on top of your customer relations by instantly running a workflow in Process Street whenever a new contact is created in Redtail CRM. With this automation, you ensure timely and efficient follow-ups, streamlining your business process and boosting customer engagement. No need to check CRM updates manually, let this workflow take care of it for you.
Stay on top of your customer relations by instantly running a workflow in Process Street whenever a new contact is created in Redtail CRM. With this automation, you ensure timely and efficient follow-ups, streamlining your business process and boosting customer engagement. No need to check CRM updates manually, let this workflow take care of it for you.
- When this happens...Contact Created
Triggers when a new contact 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
