Redtail CRM + TIMIFY
Create new TIMIFY customers from Redtail CRM activities
Effortlessly streamline your customer management process with this Redtail CRM and TIMIFY integration. When a new activity is created in Redtail CRM, a customer will be added to TIMIFY automatically. Save time, reduce manual data entry, and ensure your customer records are always up-to-date in both platforms.
Effortlessly streamline your customer management process with this Redtail CRM and TIMIFY integration. When a new activity is created in Redtail CRM, a customer will be added to TIMIFY automatically. Save time, reduce manual data entry, and ensure your customer records are always up-to-date in both platforms.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Customer
To Create a Customer in Timify
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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
