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Redtail CRM + TimeCamp

Create TimeCamp tasks for new Redtail CRM contacts

Keep track of new contacts in Redtail CRM by instantly creating tasks in TimeCamp. With this automation, whenever a new contact is added to Redtail CRM, a corresponding task will be created in TimeCamp. Stay organized and efficient, ensuring that no new contact goes unaddressed in your workflow.

Keep track of new contacts in Redtail CRM by instantly creating tasks in TimeCamp. With this automation, whenever a new contact is added to Redtail CRM, a corresponding task will be created in TimeCamp. Stay organized and efficient, ensuring that no new contact goes unaddressed in your workflow.

  1. When this happens...
    Redtail CRMRedtail CRM
    Contact Created

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    TimeCampTimeCamp
    Create Task

    Creates a new task.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Redtail CRM triggers, actions, and search

    Activity Created

    Triggers when a new activity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Activity Updated

    Triggers when an activity is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Deleted

    Triggers when a new contact is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Created

    Triggers when a new opportunity is created in your database.

    Trigger
    Instant
    Try It
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redtailcrm logo

About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
timecamp logo
timecamp logo

About TimeCamp

TimeCamp helps you and your team to track time. Automatic time-tracking software that tracks websites and applications usage, projects and helps you understand how your time is spent.

Related categories