Hoops + Redtail CRM
Create customers in Hoops from new Redtail CRM contacts
Easily streamline your customer management process with this Redtail CRM and Hoops workflow. When a new contact is created in Redtail CRM, a customer is automatically created in Hoops, saving you time and ensuring consistent customer data across both platforms. Stay organized and focus on building valuable relationships with your clients, while this seamless automation takes care of the rest.
Easily streamline your customer management process with this Redtail CRM and Hoops workflow. When a new contact is created in Redtail CRM, a customer is automatically created in Hoops, saving you time and ensuring consistent customer data across both platforms. Stay organized and focus on building valuable relationships with your clients, while this seamless automation takes care of the rest.
- When this happens...Contact Created
Triggers when a new contact 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
