Create or update Scoro quotes when new Redtail CRM activities are created
Streamline your sales process by connecting Redtail CRM and Scoro with this efficient workflow. When a new activity is created in Redtail CRM, it triggers the creation or updating of a quote in Scoro, ensuring your sales team stays on top of potential business opportunities. Boost organization and productivity with this seamless link between your CRM and quoting tool.
Streamline your sales process by connecting Redtail CRM and Scoro with this efficient workflow. When a new activity is created in Redtail CRM, it triggers the creation or updating of a quote in Scoro, ensuring your sales team stays on top of potential business opportunities. Boost organization and productivity with this seamless link between your CRM and quoting tool.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create or Update Quote
Creates a new quote or updates an existing one.
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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