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.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Add Score to Contact
Add Score to a Contact in the AgileCRM.
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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