Redtail CRM + Workiom
Create Workiom records from newly created Redtail CRM activities
Effortlessly keep your team informed about new activities in Redtail CRM with this seamless workflow. When a new activity is created in Redtail CRM, a corresponding record will be generated in Workiom, ensuring your team is always up-to-date on client interactions. Save time and improve collaboration with this efficient, automated process.
Effortlessly keep your team informed about new activities in Redtail CRM with this seamless workflow. When a new activity is created in Redtail CRM, a corresponding record will be generated in Workiom, ensuring your team is always up-to-date on client interactions. Save time and improve collaboration with this efficient, automated process.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Record
Create new record in a list.
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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
