Freshservice + Redtail CRM
Create Freshservice requesters from new Redtail CRM contacts
Effortlessly keep your Redtail CRM contacts and Freshservice requester records in sync with this seamless automation. Whenever you create a new contact in Redtail CRM, this workflow will instantly add them as a requester in Freshservice, ensuring your customer support team is always up-to-date and ready to assist. Save time and streamline your CRM and helpdesk processes with this convenient integration.
Effortlessly keep your Redtail CRM contacts and Freshservice requester records in sync with this seamless automation. Whenever you create a new contact in Redtail CRM, this workflow will instantly add them as a requester in Freshservice, ensuring your customer support team is always up-to-date and ready to assist. Save time and streamline your CRM and helpdesk processes with this convenient integration.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Requester
Allows you to create a Requester in Freshservice for your support domain.
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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
