Redtail CRM + Toodledo
Create tasks in Toodledo for new Redtail CRM activities
Stay on top of client interactions with this efficient workflow connecting Redtail CRM and Toodledo. When an activity is created in Redtail CRM, a corresponding task is added in Toodledo, ensuring important deadlines and meetings with clients are never missed. Enhance productivity and streamline customer relations management seamlessly with this automation.
Stay on top of client interactions with this efficient workflow connecting Redtail CRM and Toodledo. When an activity is created in Redtail CRM, a corresponding task is added in Toodledo, ensuring important deadlines and meetings with clients are never missed. Enhance productivity and streamline customer relations management seamlessly with this automation.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Task
This action will create a task with no folder assigned.
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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
