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.
- When this happens...Contact Updated
Triggers when an existing contact is updated 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