ClickUp + Redtail CRM
Create tasks in ClickUp for new Redtail CRM contacts
Effortlessly manage your new contacts from Redtail CRM by automatically creating tasks in ClickUp. With this workflow, each time a new contact is added in Redtail CRM, a corresponding task will be created in ClickUp. This allows you to stay organized and ensure that essential follow-ups and interactions with your new contacts are efficiently handled.
Effortlessly manage your new contacts from Redtail CRM by automatically creating tasks in ClickUp. With this workflow, each time a new contact is added in Redtail CRM, a corresponding task will be created in ClickUp. This allows you to stay organized and ensure that essential follow-ups and interactions with your new contacts are efficiently handled.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Task
Creates a new task.
- 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
