Contractor Foreman + Redtail CRM
Create customers in Contractor Foreman from new Redtail CRM contacts
Effortlessly manage your contacts and customers with this Redtail CRM and Contractor Foreman automation. When a new contact is created in Redtail CRM, a customer will be simultaneously created in Contractor Foreman, ensuring a seamless transition between the two platforms. Save time and streamline your workflow as this integration keeps your customer information up-to-date and organized.
Effortlessly manage your contacts and customers with this Redtail CRM and Contractor Foreman automation. When a new contact is created in Redtail CRM, a customer will be simultaneously created in Contractor Foreman, ensuring a seamless transition between the two platforms. Save time and streamline your workflow as this integration keeps your customer information up-to-date and organized.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Customer
Creates a new customer in Contractor Foreman.
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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
