Create tasks in TickTick for new contacts in Redtail CRM
Stay organized and efficient by creating tasks in TickTick whenever a new contact is added in Redtail CRM. This workflow automatically helps you manage your tasks and projects by connecting your CRM data with your task management tool, ensuring that every new contact is followed up with accordingly. Focus on building relationships instead of manually transferring information between systems.
Stay organized and efficient by creating tasks in TickTick whenever a new contact is added in Redtail CRM. This workflow automatically helps you manage your tasks and projects by connecting your CRM data with your task management tool, ensuring that every new contact is followed up with accordingly. Focus on building relationships instead of manually transferring information between systems.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Add Task
Adds a new task to a list.
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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