Redtail CRM + Streak
Create Streak boxes for new Redtail CRM contacts and link them for seamless organization
Create and organize your contacts seamlessly with this efficient workflow. Whenever a new contact is created in Redtail CRM, this automation will link the contact's details to a designated box in Streak, making it easy to keep your records up-to-date and ensuring you never miss important information. Save time and enhance your customer relationships with this streamlined process.
Create and organize your contacts seamlessly with this efficient workflow. Whenever a new contact is created in Redtail CRM, this automation will link the contact's details to a designated box in Streak, making it easy to keep your records up-to-date and ensuring you never miss important information. Save time and enhance your customer relationships with this streamlined process.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Link Boxes
Link multiple boxes together.
- 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
