Redtail CRM + Zoho Connect
Create tasks in Zoho Connect for newly created activities in Redtail CRM
Stay on top of your customer relations by streamlining your task management process with this automation between Redtail CRM and Zoho Connect. Whenever a new activity is created in Redtail CRM, this workflow will automatically create a task in Zoho Connect, ensuring that your team is always up-to-date on client-related tasks. Save time and avoid manual data entry while keeping your team focused on what matters.
Stay on top of your customer relations by streamlining your task management process with this automation between Redtail CRM and Zoho Connect. Whenever a new activity is created in Redtail CRM, this workflow will automatically create a task in Zoho Connect, ensuring that your team is always up-to-date on client-related tasks. Save time and avoid manual data entry while keeping your team focused on what matters.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Task in Board
Adds a new task in a specific board.
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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
