Redbooth + Redtail CRM
Create Redbooth tasks for new Redtail CRM activities
Stay on top of your client relationships with this seamless workflow between Redtail CRM and Redbooth. Whenever a new activity is created in Redtail CRM, a task will be generated in Redbooth to ensure all action items are organized and easily tracked. This automation saves time and ensures you don't miss any crucial steps in managing your client relationships.
Stay on top of your client relationships with this seamless workflow between Redtail CRM and Redbooth. Whenever a new activity is created in Redtail CRM, a task will be generated in Redbooth to ensure all action items are organized and easily tracked. This automation saves time and ensures you don't miss any crucial steps in managing your client relationships.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Task
Triggers when a new task is created.
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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
