Agile CRM + Redtail CRM
Create new Agile CRM deals from Redtail CRM activities
Effortlessly manage your sales pipeline by automatically converting new activities in Redtail CRM into deals in Agile CRM. Whenever an activity is created in Redtail CRM, this workflow will instantly create a corresponding deal in Agile CRM, saving you the hassle of manual data entry while keeping both platforms up-to-date. Improve your efficiency and stay organized with this seamless integration.
Effortlessly manage your sales pipeline by automatically converting new activities in Redtail CRM into deals in Agile CRM. Whenever an activity is created in Redtail CRM, this workflow will instantly create a corresponding deal in Agile CRM, saving you the hassle of manual data entry while keeping both platforms up-to-date. Improve your efficiency and stay organized with this seamless integration.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Deal
Create a deal in the Agile CRM.
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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
