Redtail CRM + Targetprocess
Create user stories in Targetprocess for new Redtail CRM contacts
Easily manage new contacts in your CRM by creating user stories in Targetprocess with this simple workflow. Once a contact is added to Redtail CRM, a user story will be generated in Targetprocess, helping you keep track of and organize potential projects for each new client. Stay on top of your customer interactions and project planning with this seamless process.
Easily manage new contacts in your CRM by creating user stories in Targetprocess with this simple workflow. Once a contact is added to Redtail CRM, a user story will be generated in Targetprocess, helping you keep track of and organize potential projects for each new client. Stay on top of your customer interactions and project planning with this seamless process.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create User Story
Creates a User Story, a statement of end user requirements in a couple of sentences. User Story can be assigned to Iteration or Release.
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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
