Freshservice + Redtail CRM

Create Freshservice requesters from new Redtail CRM activities

Effortlessly keep track of your client interactions with this Redtail CRM and Freshservice integration. When a new activity is created in Redtail CRM, this workflow will immediately create a requester in Freshservice, ensuring all relevant details are seamlessly transferred. Stay organized and manage your client information efficiently with this time-saving automation.

Effortlessly keep track of your client interactions with this Redtail CRM and Freshservice integration. When a new activity is created in Redtail CRM, this workflow will immediately create a requester in Freshservice, ensuring all relevant details are seamlessly transferred. Stay organized and manage your client information efficiently with this time-saving automation.

  1. When this happens...
    Redtail CRMRedtail CRM
    Activity Created

    Triggers when a new activity is created 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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About Freshservice

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