Create tasks in Wealthbox CRM for new contacts created in Redtail CRM
Effortlessly maintain organization and efficiency between your Redtail CRM and Wealthbox CRM using this seamless automation. Whenever a new contact is created in Redtail CRM, a corresponding task will be generated in Wealthbox CRM, ensuring you never miss a beat or lose track of crucial client information. Enhance communication between your CRM platforms and stay on top of your contacts using this streamlined workflow.
Effortlessly maintain organization and efficiency between your Redtail CRM and Wealthbox CRM using this seamless automation. Whenever a new contact is created in Redtail CRM, a corresponding task will be generated in Wealthbox CRM, ensuring you never miss a beat or lose track of crucial client information. Enhance communication between your CRM platforms and stay on top of your contacts using this streamlined workflow.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Task
Creates a new task.
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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