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Agile CRM + Redtail CRM

Add scores to Agile CRM contacts when new activities are created in Redtail CRM

Effortlessly stay on top of your customer relationships with this Redtail CRM and Agile CRM automation. Whenever a new activity is created in Redtail CRM, this workflow will add a score to the corresponding contact in Agile CRM, ensuring that your team has all the relevant information at their fingertips. Make your customer management process smoother and more efficient with this seamless integration.

Effortlessly stay on top of your customer relationships with this Redtail CRM and Agile CRM automation. Whenever a new activity is created in Redtail CRM, this workflow will add a score to the corresponding contact in Agile CRM, ensuring that your team has all the relevant information at their fingertips. Make your customer management process smoother and more efficient with this seamless integration.

  1. When this happens...
    Redtail CRMRedtail CRM
    Activity Created

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    Agile CRMAgile CRM
    Add Score to Contact

    Add Score to a Contact in the AgileCRM.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Redtail CRM triggers, actions, and search

    Activity Created

    Triggers when a new activity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Activity Updated

    Triggers when an activity is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Deleted

    Triggers when a new contact is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Created

    Triggers when a new opportunity is created in your database.

    Trigger
    Instant
    Try It
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agile-crm logo

About Agile CRM

Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.
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Related categories

  • CRM (Customer Relationship Management)

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