Connect Sales Cookie to Redtail CRM and automate any workflow
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Quickly connect Sales Cookie to Redtail CRM with a Zapier template.
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Plan NameRequired
Try It- Activity Created
Triggers when a new activity is created in your database.
Try It - Activity Updated
Triggers when an activity is updated in your database.
Try It - Contact Deleted
Triggers when a new contact is deleted in your database.
Try It
- Transaction DateRequired
- Unique ID
- Revenue
- Profit
- Currency
- Transaction Status
- Customer
- Product / Service
- Owner / Sold By #1
- Owner / Sold By #2
- Owner / Sold By #3
- Team / Territory #1
- Team / Territory #2
- Team / Territory #3
- Quantity
- Cost Per Unit
- Taxes
- Other Text #1
- Other Text #2
- Other Text #3
- Other Numeric #1
- Other Numeric #2
- Other Numeric #3
- Other Date #1
- Other Date #2
- Other Date #3
- Activity Deleted
Triggers when an activity is deleted in your database.
Try It - Contact Created
Triggers when a new contact is created in your database.
Try It - Contact Updated
Triggers when an existing contact is updated in your database.
Try It