Redtail CRM + Route the Service Platform
Create new clients in Route the Service Platform when activities are created in Redtail CRM
Effortlessly keep your client information up-to-date in Route the Service Platform whenever a new activity is logged in Redtail CRM. With this workflow, each time you create an activity in Redtail CRM, the corresponding client will be created in Route the Service Platform, streamlining your data management and ensuring seamless client communication. Save time and maintain consistency across platforms with this efficient automation.
Effortlessly keep your client information up-to-date in Route the Service Platform whenever a new activity is logged in Redtail CRM. With this workflow, each time you create an activity in Redtail CRM, the corresponding client will be created in Route the Service Platform, streamlining your data management and ensuring seamless client communication. Save time and maintain consistency across platforms with this efficient automation.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Client
Creates a client.
- Free forever for core features
- 14 day trial for premium features & apps
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
