Better Agency + Redtail CRM
Update Better Agency prospects when Redtail CRM contacts are modified
Keep your Redtail CRM contacts and Better Agency prospects up-to-date with this efficient workflow. Whenever a contact is updated in Redtail CRM, the automation will create or update a prospect in Better Agency. This ensures that your prospect information stays consistent across both platforms, saving you time and reducing the chances of errors.
Keep your Redtail CRM contacts and Better Agency prospects up-to-date with this efficient workflow. Whenever a contact is updated in Redtail CRM, the automation will create or update a prospect in Better Agency. This ensures that your prospect information stays consistent across both platforms, saving you time and reducing the chances of errors.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Create/Update a Prospect
Prospect Form to create update a prospect
- Free forever for core features
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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
