Qwilr + Redtail CRM
Create new Qwilr projects when Redtail CRM contacts are added
Effortlessly create new projects in Qwilr whenever a contact is added in Redtail CRM with this seamless workflow. Once set up, every time you add a new contact to your Redtail CRM, a project will be generated in Qwilr, allowing you to effectively manage and organize your client relationships. Streamline your work process and save valuable time with this handy automation.
Effortlessly create new projects in Qwilr whenever a contact is added in Redtail CRM with this seamless workflow. Once set up, every time you add a new contact to your Redtail CRM, a project will be generated in Qwilr, allowing you to effectively manage and organize your client relationships. Streamline your work process and save valuable time with this handy automation.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Project
Creates a new project.
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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
