Create Wealthbox CRM workflows from new Redtail CRM activities
Efficiently manage your client relationships with this seamless automation between Redtail CRM and Wealthbox CRM. When a new activity is created in Redtail CRM, this workflow instantly starts a corresponding workflow in Wealthbox CRM, ensuring that your tasks and processes are always in sync across both platforms. Stay organized and enhance your productivity with this time-saving integration.
Efficiently manage your client relationships with this seamless automation between Redtail CRM and Wealthbox CRM. When a new activity is created in Redtail CRM, this workflow instantly starts a corresponding workflow in Wealthbox CRM, ensuring that your tasks and processes are always in sync across both platforms. Stay organized and enhance your productivity with this time-saving integration.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Start Workflow
Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.
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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