Redtail CRM + ServiceTrade
Create ServiceTrade locations from new Redtail CRM contacts
Effortlessly keep your customer information organized by streamlining data between Redtail CRM and ServiceTrade. With this workflow, every time a new contact is added to your Redtail CRM, a corresponding location will be created in ServiceTrade, ensuring accurate and up-to-date customer records across both platforms. Spend less time on manual data entry and focus on building strong customer relationships with this seamless integration.
Effortlessly keep your customer information organized by streamlining data between Redtail CRM and ServiceTrade. With this workflow, every time a new contact is added to your Redtail CRM, a corresponding location will be created in ServiceTrade, ensuring accurate and up-to-date customer records across both platforms. Spend less time on manual data entry and focus on building strong customer relationships with this seamless integration.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Location
Creates a new Location.
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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
