Mercury Connect + Redtail CRM
Create Mercury Connect opportunities from new Redtail CRM activities
Efficiently manage your sales pipeline by connecting Redtail CRM to Mercury Connect. With this workflow, every time a new activity is created in Redtail CRM, an opportunity is set up in Mercury Connect. Stay organized and ensure your team's efforts are focused on the most promising deals by streamlining your sales process with this smart automation.
Efficiently manage your sales pipeline by connecting Redtail CRM to Mercury Connect. With this workflow, every time a new activity is created in Redtail CRM, an opportunity is set up in Mercury Connect. Stay organized and ensure your team's efforts are focused on the most promising deals by streamlining your sales process with this smart automation.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Opportunity
Creates a new opportunity.
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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
