Redtail CRM + Wheelbase
Create Wheelbase customers from new Redtail CRM activities
Effortlessly keep your customer information up-to-date across both Redtail CRM and Wheelbase with this streamlined workflow. When a new activity is created in Redtail CRM, it instantly adds a new customer to your Wheelbase app, saving you time and ensuring consistent data entry. Stay organized and improve customer interactions without having to manually transfer information between platforms.
Effortlessly keep your customer information up-to-date across both Redtail CRM and Wheelbase with this streamlined workflow. When a new activity is created in Redtail CRM, it instantly adds a new customer to your Wheelbase app, saving you time and ensuring consistent data entry. Stay organized and improve customer interactions without having to manually transfer information between platforms.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Customer
Create a new customer.
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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
