Redtail CRM + Timesheet
Create new Timesheet projects for every newly created contact in Redtail CRM
Efficiently manage your new contacts in Redtail CRM and keep your projects organized with this seamless workflow. When a new contact is created in Redtail CRM, a corresponding project is also created in Timesheets, allowing you to easily track time spent on each client. Save time and minimize manual entry by streamlining your CRM and timesheet processes with this powerful automation.
Efficiently manage your new contacts in Redtail CRM and keep your projects organized with this seamless workflow. When a new contact is created in Redtail CRM, a corresponding project is also created in Timesheets, allowing you to easily track time spent on each client. Save time and minimize manual entry by streamlining your CRM and timesheet processes with this powerful automation.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Project
Creates a new Project.
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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
