Freshservice + Redtail CRM

Update Freshservice requesters when Redtail CRM contacts are modified

Efficiently maintain your customer support system by connecting Redtail CRM with Freshservice using this workflow. When a contact is updated in Redtail CRM, it instantly creates or updates a requester in Freshservice, providing your customer support team with the most accurate contact details. This seamless automation helps save time and improve information accuracy, streamlining your support processes.

Efficiently maintain your customer support system by connecting Redtail CRM with Freshservice using this workflow. When a contact is updated in Redtail CRM, it instantly creates or updates a requester in Freshservice, providing your customer support team with the most accurate contact details. This seamless automation helps save time and improve information accuracy, streamlining your support processes.

  1. When this happens...
    Redtail CRMRedtail CRM
    Contact Updated

    Triggers when an existing contact is updated in your database.

    TriggerInstant
  2. automatically do this!
    FreshserviceFreshservice
    Create Requester

    Allows you to create a Requester in Freshservice for your support domain.

    ActionWrite
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Supported triggers and actions

What does this mean?
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freshservice logo

About Freshservice

Freshservice is an online, cloud-based IT Helpdesk which is ITIL ready.

Related categories

  • Server Monitoring
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redtailcrm logo

About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.
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Related categories

  • CRM (Customer Relationship Management)

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App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier