Redtail CRM + Teamwork CRM
Create new Teamwork CRM deals from Redtail CRM activities
Streamline your sales process by connecting Redtail CRM and Teamwork CRM with this efficient workflow. When a new activity is created in Redtail CRM, a deal will be immediately created in Teamwork CRM, ensuring your team stays up-to-date and opportunities are managed effectively. Enhance collaboration and never miss an opportunity with this seamless automation.
Streamline your sales process by connecting Redtail CRM and Teamwork CRM with this efficient workflow. When a new activity is created in Redtail CRM, a deal will be immediately created in Teamwork CRM, ensuring your team stays up-to-date and opportunities are managed effectively. Enhance collaboration and never miss an opportunity with this seamless automation.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Deal
Creates a new deal.
- 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
