QuoteCloud + Redtail CRM
Create QuoteCloud documents from new Redtail CRM activities
Effortlessly streamline your sales process with this Redtail CRM and QuoteCloud integration. Whenever a new activity is created in Redtail CRM, a document will be generated in QuoteCloud, ensuring that your sales team has access to the latest information at their fingertips. This automation not only saves time but keeps your workflows organized and efficient.
Effortlessly streamline your sales process with this Redtail CRM and QuoteCloud integration. Whenever a new activity is created in Redtail CRM, a document will be generated in QuoteCloud, ensuring that your sales team has access to the latest information at their fingertips. This automation not only saves time but keeps your workflows organized and efficient.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Document
Creates a document with user details and proposal template and pricing information all potentially supplied.
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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
