Redtail CRM + Timesheet
Create new Timesheet projects when Redtail CRM contacts are updated
Keep your projects up-to-date with this streamlined workflow between Redtail CRM and Timesheet. Whenever a contact is updated in Redtail CRM, a new project will be created in Timesheet, ensuring your team is always in sync with the latest information from your CRM. Save time and boost productivity by automating this essential process between your two favorite apps.
Keep your projects up-to-date with this streamlined workflow between Redtail CRM and Timesheet. Whenever a contact is updated in Redtail CRM, a new project will be created in Timesheet, ensuring your team is always in sync with the latest information from your CRM. Save time and boost productivity by automating this essential process between your two favorite apps.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Create Project
Creates a new Project.
- Free forever for core features
- 14 day trial for premium features & apps
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
