Hoops + Redtail CRM
Create new Hoops customers from newly created Redtail CRM activities
Streamline your sales process effortlessly with this Redtail CRM and Hoops integration. When a new activity is created in Redtail CRM, this workflow adds a customer to your Hoops account, eliminating manual data entry and keeping your customer information organized and up-to-date.
Streamline your sales process effortlessly with this Redtail CRM and Hoops integration. When a new activity is created in Redtail CRM, this workflow adds a customer to your Hoops account, eliminating manual data entry and keeping your customer information organized and up-to-date.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Customer
Triggers when a Customer is created.
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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
