Redtail CRM + Roll
Create new Roll projects when Redtail CRM contacts are added
Effortlessly manage your projects and streamline your workflow with this Redtail CRM and Roll integration. When a new contact is created in Redtail CRM, a corresponding project will be set up in Roll, ensuring all your clients' information is accurately consolidated. Save time and stay organized by automating this essential process in your customer management strategy.
Effortlessly manage your projects and streamline your workflow with this Redtail CRM and Roll integration. When a new contact is created in Redtail CRM, a corresponding project will be set up in Roll, ensuring all your clients' information is accurately consolidated. Save time and stay organized by automating this essential process in your customer management strategy.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Project
Triggers when a new project 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.
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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
