ClickUp + Redtail CRM
Update tasks in ClickUp when contacts are updated in Redtail CRM
Keep your ClickUp tasks up-to-date with this efficient workflow that connects Redtail CRM and ClickUp. Whenever a contact is updated in Redtail CRM, this automation updates the corresponding task in ClickUp, ensuring your team stays informed about the latest changes. Save time and maintain an organized workspace with this streamlined process.
Keep your ClickUp tasks up-to-date with this efficient workflow that connects Redtail CRM and ClickUp. Whenever a contact is updated in Redtail CRM, this automation updates the corresponding task in ClickUp, ensuring your team stays informed about the latest changes. Save time and maintain an organized workspace with this streamlined process.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Update Task
Updates an existing task.
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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
