Clinchd + Redtail CRM
Create deals in Clinchd for new contacts added to Redtail CRM
Effortlessly manage your sales process by connecting Redtail CRM and Clinchd with this seamless workflow. When a new contact is added in Redtail CRM, a deal is instantly created in Clinchd, streamlining your sales pipeline and making progress tracking easier than ever. Say goodbye to manual data entry and embrace an organized and efficient sales process.
Effortlessly manage your sales process by connecting Redtail CRM and Clinchd with this seamless workflow. When a new contact is added in Redtail CRM, a deal is instantly created in Clinchd, streamlining your sales pipeline and making progress tracking easier than ever. Say goodbye to manual data entry and embrace an organized and efficient sales process.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Deal
Create a new deal on Clinchd
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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
