OfficeTimer + Redtail CRM
Create timesheet entries in OfficeTimer for new contacts in Redtail CRM
Effortlessly track time for new contacts in your CRM with this Redtail CRM and OfficeTimer workflow. Once set up, whenever a new contact is created in Redtail CRM, a corresponding timesheet entry will be created in OfficeTimer. Save time and stay organized by properly allocating and recording your team's efforts on each client.
Effortlessly track time for new contacts in your CRM with this Redtail CRM and OfficeTimer workflow. Once set up, whenever a new contact is created in Redtail CRM, a corresponding timesheet entry will be created in OfficeTimer. Save time and stay organized by properly allocating and recording your team's efforts on each client.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Timesheet Entry
Create a new Timesheet Entry
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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
