Agile CRM + Redtail CRM
Create tasks in Agile CRM for new Redtail CRM contacts
Effortlessly keep your CRM tasks organized by connecting Redtail CRM and Agile CRM in a seamless workflow. When a new contact is added to Redtail CRM, this automation creates a corresponding task in Agile CRM, ensuring that you'll stay on track with your client engagements and follow-ups. Save time and stay focused on your relationships by letting this integration handle the task management for you.
Effortlessly keep your CRM tasks organized by connecting Redtail CRM and Agile CRM in a seamless workflow. When a new contact is added to Redtail CRM, this automation creates a corresponding task in Agile CRM, ensuring that you'll stay on track with your client engagements and follow-ups. Save time and stay focused on your relationships by letting this integration handle the task management for you.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Task
Create a Task for the 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
