Better Agency + Redtail CRM
Create or update Better Agency prospects when new Redtail CRM activities are added
Effortlessly manage your customer relationships and grow your sales pipeline with this Redtail CRM and Better Agency integration. When a new activity is created in Redtail CRM, this automation instantly adds or updates a prospect in Better Agency, ensuring a seamless flow of data between the two apps. Stay on top of your client interactions and never miss a potential opportunity for business growth.
Effortlessly manage your customer relationships and grow your sales pipeline with this Redtail CRM and Better Agency integration. When a new activity is created in Redtail CRM, this automation instantly adds or updates a prospect in Better Agency, ensuring a seamless flow of data between the two apps. Stay on top of your client interactions and never miss a potential opportunity for business growth.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create/Update a Prospect
Prospect Form to create update a prospect
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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
