Redtail CRM + Streamtime
Create jobs in Streamtime when new contacts are added in Redtail CRM
Effortlessly manage your client relationships with this Redtail CRM and Streamtime workflow. When a new contact is created in Redtail CRM, a job is instantly created in Streamtime. Boost your efficiency by automating this process and ensuring seamless data flow between the two platforms, keeping your information up-to-date and well-organized.
Effortlessly manage your client relationships with this Redtail CRM and Streamtime workflow. When a new contact is created in Redtail CRM, a job is instantly created in Streamtime. Boost your efficiency by automating this process and ensuring seamless data flow between the two platforms, keeping your information up-to-date and well-organized.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Job
Creates a new Job in the system.
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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
