Redtail CRM + Seidat
Create duplicate Seidat presentations when new Redtail CRM activities are added
Effortlessly maintain consistency between your Redtail CRM activities and Seidat presentations with this seamless workflow. When a new activity is created in Redtail CRM, a corresponding presentation is generated in Seidat, ensuring your team remains aligned and organized. Enhance your client engagement management with this straightforward and efficient automation.
Effortlessly maintain consistency between your Redtail CRM activities and Seidat presentations with this seamless workflow. When a new activity is created in Redtail CRM, a corresponding presentation is generated in Seidat, ensuring your team remains aligned and organized. Enhance your client engagement management with this straightforward and efficient automation.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Duplicate Presentation
Duplicates an existing presentation. Useful for creating presentations from a template.
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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
