Redtail CRM + Simplero
Create Simplero purchases from new Redtail CRM activities
Easily streamline your sales process with this Redtail CRM and Simplero integration. Whenever a new activity is created in Redtail CRM, a purchase is added in Simplero, saving you time and effort in managing customer transactions. This automation improves efficiency and ensures a seamless transition between your CRM and sales platform.
Easily streamline your sales process with this Redtail CRM and Simplero integration. Whenever a new activity is created in Redtail CRM, a purchase is added in Simplero, saving you time and effort in managing customer transactions. This automation improves efficiency and ensures a seamless transition between your CRM and sales platform.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Add Purchase
Will be fired whenever a new purchase is made in Simplero.
- 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
