Redtail CRM + Schedule It
Create resources in Schedule It for new Redtail CRM activities
Maintain consistency between your Redtail CRM activities and Schedule It resources effortlessly with this seamless workflow. When a new activity is created in Redtail CRM, this automation creates a corresponding resource in Schedule It, streamlining your scheduling process and enhancing accuracy without any manual effort.
Maintain consistency between your Redtail CRM activities and Schedule It resources effortlessly with this seamless workflow. When a new activity is created in Redtail CRM, this automation creates a corresponding resource in Schedule It, streamlining your scheduling process and enhancing accuracy without any manual effort.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Resource
Creates a new resource in a group you specify.
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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
