Agile CRM + Redtail CRM
Add tags to Agile CRM contacts when new Redtail CRM activities are created
Effortlessly track and manage your customer interactions in Agile CRM whenever a new activity is created in Redtail CRM. This workflow helps you save time and ensures that your Agile CRM contacts stay updated. When an activity is created in Redtail CRM, this automation will seamlessly add a tag to the corresponding contact in Agile CRM, enabling you to maintain consistent and organized data across both CRM platforms.
Effortlessly track and manage your customer interactions in Agile CRM whenever a new activity is created in Redtail CRM. This workflow helps you save time and ensures that your Agile CRM contacts stay updated. When an activity is created in Redtail CRM, this automation will seamlessly add a tag to the corresponding contact in Agile CRM, enabling you to maintain consistent and organized data across both CRM platforms.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Add Tag to Contact
Add Tag to a Contact 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
