Redtail CRM + SuperOffice CRM

Create new SuperOffice CRM appointments from newly created Redtail CRM activities

Effortlessly keep your Redtail CRM activities and SuperOffice CRM appointments in sync with this seamless automation. When a new activity is created in Redtail CRM, this workflow will simultaneously create a corresponding appointment in SuperOffice CRM, ensuring that you never miss an update or important event. Stay organized and always be informed of your key meetings and tasks with this efficient and time-saving solution.

Effortlessly keep your Redtail CRM activities and SuperOffice CRM appointments in sync with this seamless automation. When a new activity is created in Redtail CRM, this workflow will simultaneously create a corresponding appointment in SuperOffice CRM, ensuring that you never miss an update or important event. Stay organized and always be informed of your key meetings and tasks with this efficient and time-saving solution.

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

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    SuperOffice CRMSuperOffice CRM
    Create Appointment

    Creates a new appointment.

    ActionWrite
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Supported triggers and actions

redtailcrm logo
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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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superofficecrm logo
superofficecrm logo

About SuperOffice CRM

SuperOffice CRM software helps businesses collaborate internally and improve their sales, marketing and service processes.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier