Create Zoho Cliq direct messages for new Redtail CRM activities
Stay on top of your client interactions with this efficient workflow. When a new activity is created in Redtail CRM, this automation sends a direct message to the designated Zoho Cliq member, keeping them informed and ready to follow up. Never miss a beat and streamline your communication process between your CRM and team messaging tools.
Stay on top of your client interactions with this efficient workflow. When a new activity is created in Redtail CRM, this automation sends a direct message to the designated Zoho Cliq member, keeping them informed and ready to follow up. Never miss a beat and streamline your communication process between your CRM and team messaging tools.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Send Direct Message
Send a direct message to a contact or an user in your Organisation.
- Free forever for core features
- 14 day trial for premium features & apps
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