Redtail CRM + Serene
Create Serene suggested sessions from new Redtail CRM contacts
Effortlessly manage your connections and stay organized with this Redtail CRM and Serene integration. Whenever a new contact is created in Redtail CRM, this workflow will add them to your suggested sessions in Serene, ensuring you keep track of important interactions. Save time and streamline your contact management process with this seamless automation.
Effortlessly manage your connections and stay organized with this Redtail CRM and Serene integration. Whenever a new contact is created in Redtail CRM, this workflow will add them to your suggested sessions in Serene, ensuring you keep track of important interactions. Save time and streamline your contact management process with this seamless automation.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Add to My Suggested Sessions in Serene
Adds a new suggested session in Serene.
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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
