Plutio + Redtail CRM
Create new Plutio people for newly created Redtail CRM activities
Effortlessly manage tasks in Plutio with this convenient workflow. When a new activity is created in Redtail CRM, it instantly generates a corresponding task in Plutio, ensuring important client updates or interactions don't go unnoticed. Save time and maintain accurate records by streamlining your customer relationship management process.
Effortlessly manage tasks in Plutio with this convenient workflow. When a new activity is created in Redtail CRM, it instantly generates a corresponding task in Plutio, ensuring important client updates or interactions don't go unnoticed. Save time and maintain accurate records by streamlining your customer relationship management process.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Person
Creates a Person
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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
