Agentcis + Redtail CRM
Create new Agentcis contacts from newly created Redtail CRM contacts
Easily streamline your contact management process with this Redtail CRM and Agentcis workflow. When a new contact is created in Redtail CRM, the contact information is seamlessly added to Agentcis without any manual intervention. This not only saves time, but also ensures all your contacts are up to date and organized across both platforms.
Easily streamline your contact management process with this Redtail CRM and Agentcis workflow. When a new contact is created in Redtail CRM, the contact information is seamlessly added to Agentcis without any manual intervention. This not only saves time, but also ensures all your contacts are up to date and organized across both platforms.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Add Contact
Add a new contact.
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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
