Redtail CRM + Sprout
Create new Sprout transactions when Redtail CRM activities are created
Streamline your client management process with this Redtail CRM to Sprout automation. When a new activity is created in Redtail CRM, a corresponding transaction will be generated in the Sprout app, ensuring a seamless flow of information between the two platforms. Stay organized and enhance efficiency while working with contacts and managing financial data.
Streamline your client management process with this Redtail CRM to Sprout automation. When a new activity is created in Redtail CRM, a corresponding transaction will be generated in the Sprout app, ensuring a seamless flow of information between the two platforms. Stay organized and enhance efficiency while working with contacts and managing financial data.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Transaction
Creates a transaction.
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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
