Redtail CRM + Workiom
Create Workiom records for new Redtail CRM contacts
Keep your Redtail CRM and Workiom records effortlessly updated with this workflow. Whenever a new contact is created in Redtail CRM, a record will be automatically generated in your Workiom app. This seamless integration saves you valuable time and ensures that your important contact information remains consistent across both platforms.
Keep your Redtail CRM and Workiom records effortlessly updated with this workflow. Whenever a new contact is created in Redtail CRM, a record will be automatically generated in your Workiom app. This seamless integration saves you valuable time and ensures that your important contact information remains consistent across both platforms.
- When this happens...Contact Created
Triggers when a new contact 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
