CATS + Redtail CRM
Create CATS companies from new Redtail CRM contacts
Effortlessly streamline your CRM and recruitment processes with this workflow. When a new contact is created in Redtail CRM, it will automatically create a company in CATS, ensuring that your client and candidate information stays organized and up-to-date. Save time and reduce manual data entry while keeping your systems in sync.
Effortlessly streamline your CRM and recruitment processes with this workflow. When a new contact is created in Redtail CRM, it will automatically create a company in CATS, ensuring that your client and candidate information stays organized and up-to-date. Save time and reduce manual data entry while keeping your systems in sync.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create a Company
Adds a new company in CATS.
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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.
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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
