Redtail CRM + Simpro
Create new Simpro company customers for each Redtail CRM activity created
Effortlessly streamline your CRM and project management processes with this Redtail CRM and Simpro integration. When a new activity is created in Redtail CRM, this workflow will automatically create a company customer in Simpro, ensuring your client data remains consistent across both platforms. Save time and avoid manual entry, all while keeping your team on top of customer relations and project progress.
Effortlessly streamline your CRM and project management processes with this Redtail CRM and Simpro integration. When a new activity is created in Redtail CRM, this workflow will automatically create a company customer in Simpro, ensuring your client data remains consistent across both platforms. Save time and avoid manual entry, all while keeping your team on top of customer relations and project progress.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Company Customer
Creates a new company customer.
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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
