Redtail CRM + ServiceTrade
Create ServiceTrade companies from new Redtail CRM contacts
Effortlessly streamline your sales and onboarding process with this Redtail CRM to ServiceTrade automation. When a new contact is created in Redtail CRM, this workflow will instantly create a new company in ServiceTrade, helping you save time and stay organized. It's an efficient way to ensure your customer information stays up-to-date across both platforms while also improving communication between your team members.
Effortlessly streamline your sales and onboarding process with this Redtail CRM to ServiceTrade automation. When a new contact is created in Redtail CRM, this workflow will instantly create a new company in ServiceTrade, helping you save time and stay organized. It's an efficient way to ensure your customer information stays up-to-date across both platforms while also improving communication between your team members.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Company
Creates a new company.
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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
