Chekkit + Redtail CRM
Create new Chekkit customers when contacts are added in Redtail CRM
Effortlessly keep your customer data up-to-date with this Redtail CRM and Chekkit workflow. When a new contact is created in Redtail CRM, this automation will instantly create a new customer in Chekkit, ensuring that your database stays consistent and ready for seamless communication between the two platforms. Say goodbye to manual data entry and hello to a streamlined customer management process.
Effortlessly keep your customer data up-to-date with this Redtail CRM and Chekkit workflow. When a new contact is created in Redtail CRM, this automation will instantly create a new customer in Chekkit, ensuring that your database stays consistent and ready for seamless communication between the two platforms. Say goodbye to manual data entry and hello to a streamlined customer management process.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create a New Customer
Create a new customer (and optional message) in Chekkit.
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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
