KonnektiveCRM + Redtail CRM
Create partial orders in KonnektiveCRM for newly created contacts in Redtail CRM
Effortlessly manage and organize your contacts across multiple CRM platforms with this seamless workflow. When a new contact is created in Redtail CRM, this automation will directly create a partial order for the same contact in KonnektiveCRM. Streamline your sales process and boost productivity with this time-saving solution.
Effortlessly manage and organize your contacts across multiple CRM platforms with this seamless workflow. When a new contact is created in Redtail CRM, this automation will directly create a partial order for the same contact in KonnektiveCRM. Streamline your sales process and boost productivity with this time-saving solution.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Partial Order
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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.
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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
