ActiveCampaign + Redtail CRM
Create or update ActiveCampaign deal tasks for new Redtail CRM activities
Keep your ActiveCampaign deals up-to-date with new activities from Redtail CRM seamlessly. With this workflow, every time a new activity is created in Redtail CRM, the corresponding deal task in ActiveCampaign will be created or updated. This ensures that your deal tasks are always aligned with your CRM activities, helping you stay organized and on top of your client interactions.
Keep your ActiveCampaign deals up-to-date with new activities from Redtail CRM seamlessly. With this workflow, every time a new activity is created in Redtail CRM, the corresponding deal task in ActiveCampaign will be created or updated. This ensures that your deal tasks are always aligned with your CRM activities, helping you stay organized and on top of your client interactions.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create or Update Deal Task
Creates or updates a deal task
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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
