Livespace + Redtail CRM
Create new Livespace deals when Redtail CRM activities are created
Effortlessly streamline your sales process with this Redtail CRM to Livespace workflow. When a new activity is created in Redtail CRM, a corresponding deal will be generated in Livespace, ensuring your sales pipeline stays organized and up-to-date. Save time and boost efficiency by automating this essential task for your sales team.
Effortlessly streamline your sales process with this Redtail CRM to Livespace workflow. When a new activity is created in Redtail CRM, a corresponding deal will be generated in Livespace, ensuring your sales pipeline stays organized and up-to-date. Save time and boost efficiency by automating this essential task for your sales team.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Deal
Creates a new deal.
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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
