Redtail CRM + Teamwork CRM

Create new companies in Teamwork CRM when activities are created in Redtail CRM

Effortlessly streamline your customer relationship management process with this automation that connects Redtail CRM to Teamwork CRM. When a new activity is created in Redtail CRM, the workflow instantly adds a company in Teamwork CRM, ensuring your contacts are seamlessly organized and up-to-date across platforms. Save time and enhance efficiency by integrating these powerful CRM tools today.

Effortlessly streamline your customer relationship management process with this automation that connects Redtail CRM to Teamwork CRM. When a new activity is created in Redtail CRM, the workflow instantly adds a company in Teamwork CRM, ensuring your contacts are seamlessly organized and up-to-date across platforms. Save time and enhance efficiency by integrating these powerful CRM tools today.

  1. When this happens...
    Redtail CRMRedtail CRM
    Activity Created

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    Teamwork CRMTeamwork CRM
    Create Company

    Creates a new company.

    ActionWrite
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Supported triggers and actions

  • Redtail CRM triggers, actions, and search

    Activity Deleted

    Triggers when an activity is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Created

    Triggers when a new contact is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Updated

    Triggers when an existing contact is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Deleted

    Triggers when an opportunity is deleted in your database.

    Trigger
    Instant
    Try It
redtailcrm logo
redtailcrm logo

About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
teamwork-crm logo
teamwork-crm logo

About Teamwork CRM

Teamwork CRM helps you to develop your sales process, plan and manage your company’s growth and bring clarity to a chaotic pipeline.

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier