Redtail CRM + Teamleader Focus
Create new Teamleader Focus companies from Redtail CRM activities
Effortlessly maintain up-to-date CRM data with this smooth workflow between Redtail CRM and Teamleader Focus. When a new activity is created in Redtail CRM, a company will be created in Teamleader Focus, ensuring your records remain consistent and organized. Say goodbye to manual data entry and save valuable time with this streamlined process.
Effortlessly maintain up-to-date CRM data with this smooth workflow between Redtail CRM and Teamleader Focus. When a new activity is created in Redtail CRM, a company will be created in Teamleader Focus, ensuring your records remain consistent and organized. Say goodbye to manual data entry and save valuable time with this streamlined process.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Company
Creates a new company.
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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
