Create new Redtail CRM contacts from Act-On automated program calls
When an external call takes place in the Act-On software, this workflow instantly creates a new contact in your Redtail CRM, saving you the step of manually transferring information. This streamlined process enhances efficiency, allowing you to focus more time and resources on nurturing your customer relationships and less time performing admin tasks. Get the most out of your Act-On and Redtail integration with this seamless solution.
When an external call takes place in the Act-On software, this workflow instantly creates a new contact in your Redtail CRM, saving you the step of manually transferring information. This streamlined process enhances efficiency, allowing you to focus more time and resources on nurturing your customer relationships and less time performing admin tasks. Get the most out of your Act-On and Redtail integration with this seamless solution.
- When this happens...New Automated Program External Call
Triggers when an automated program sends out external API data.
- automatically do this!Create Contact
Creates a new contact in your database.
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Act-On Outgoing Webhooks
Triggers when an Act-On outgoing webhook is received.
Try ItFormRequired
Try ItListRequired
Contact update policyRequired
ProgramRequired
Try ItSegmentRequired
ContactRequired
FormRequired
Update or Create Contact in All Contacts by External ID
Updates an existing contact or creates a new one if not found in All Contacts. A contact is identified by their unique ID in the source object. Go to Zapier’s help page to get more info.