Pixie + Redtail CRM
Create or update Pixie clients when new Redtail CRM activities are created
Efficiently manage your client data with this Redtail CRM to Pixie workflow. When a new activity is created in Redtail CRM, this automation will create or update the client information in Pixie, ensuring that your data is always up-to-date. Save time and streamline your processes by connecting these two powerful platforms seamlessly.
Efficiently manage your client data with this Redtail CRM to Pixie workflow. When a new activity is created in Redtail CRM, this automation will create or update the client information in Pixie, ensuring that your data is always up-to-date. Save time and streamline your processes by connecting these two powerful platforms seamlessly.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create/Update Client
Create or update a client, based on the Client ID or the client's name already existing.
- Free forever for core features
- 14 day trial for premium features & apps
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
