Redtail CRM + ServiceM8
Create new ServiceM8 clients from Redtail CRM activities
Efficiently keep your client information up to date with this workflow. When a new activity is created in Redtail CRM, it will automatically create a new client in ServiceM8, ensuring your records are always current without manual data entry. Streamline your client management and save valuable time using this seamless automation.
Efficiently keep your client information up to date with this workflow. When a new activity is created in Redtail CRM, it will automatically create a new client in ServiceM8, ensuring your records are always current without manual data entry. Streamline your client management and save valuable time using this seamless automation.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Client
Creates a new client.
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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
