Create companies in Teamwork CRM for newly created Redtail CRM contacts
Effortlessly manage your contacts and companies across both Redtail CRM and Teamwork CRM with this seamless workflow. When a new contact is created in Redtail CRM, a company will be automatically created in Teamwork CRM, ensuring that your important business information is easily accessible between platforms. Streamline your CRM processes and keep your data up-to-date with this efficient automation.
Effortlessly manage your contacts and companies across both Redtail CRM and Teamwork CRM with this seamless workflow. When a new contact is created in Redtail CRM, a company will be automatically created in Teamwork CRM, ensuring that your important business information is easily accessible between platforms. Streamline your CRM processes and keep your data up-to-date with this efficient automation.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Company
Creates a new company.
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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