Redtail CRM + Streak
Create Streak boxes from new Redtail CRM activities
Streamline your contact management process with this efficient workflow between Redtail CRM and Streak. When a new activity is created in Redtail CRM, a linked box will be created in Streak, keeping your team up to date on all tasks and interactions. Save time and improve organization by automating this crucial step in your customer relationship management.
Streamline your contact management process with this efficient workflow between Redtail CRM and Streak. When a new activity is created in Redtail CRM, a linked box will be created in Streak, keeping your team up to date on all tasks and interactions. Save time and improve organization by automating this crucial step in your customer relationship management.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Link Boxes
Link multiple boxes together.
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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
