Better Proposals + Redtail CRM
Create Better Proposals from new Redtail CRM activities
Easily generate proposals for new activities in your Redtail CRM with this seamless automation. When a new activity is added to your Redtail CRM, this workflow instantly creates a proposal in the Better Proposals app. Spend less time on manual tasks and more time focusing on your clients.
Easily generate proposals for new activities in your Redtail CRM with this seamless automation. When a new activity is added to your Redtail CRM, this workflow instantly creates a proposal in the Better Proposals app. Spend less time on manual tasks and more time focusing on your clients.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create a Proposal
Creates a new proposal.
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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
