Redtail CRM + Sprout
Create Sprout transactions for new Redtail CRM contacts
Efficiently connect your CRM and financial tasks with this seamless workflow. When a new contact is created in Redtail CRM, a corresponding transaction will be generated in the Sprout app. Enjoy the benefits of time-saving and increased accuracy as this integration streamlines your client management and financial processes effortlessly.
Efficiently connect your CRM and financial tasks with this seamless workflow. When a new contact is created in Redtail CRM, a corresponding transaction will be generated in the Sprout app. Enjoy the benefits of time-saving and increased accuracy as this integration streamlines your client management and financial processes effortlessly.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Transaction
Creates a transaction.
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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
