Redtail CRM + Simpro
Create Simpro customers from new Redtail CRM activities
Streamline your customer management process effortlessly with this integration that connects Redtail CRM and Simpro. When a new activity is created in Redtail CRM, this automation will create an individual customer in Simpro, saving you time and ensuring a smooth transition between the two systems. Maintain an updated and accurate customer database without manual intervention, allowing you to focus on what really matters - growing your business.
Streamline your customer management process effortlessly with this integration that connects Redtail CRM and Simpro. When a new activity is created in Redtail CRM, this automation will create an individual customer in Simpro, saving you time and ensuring a smooth transition between the two systems. Maintain an updated and accurate customer database without manual intervention, allowing you to focus on what really matters - growing your business.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Individual Customer
Creates a new individual 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
