Better Agency + Redtail CRM
Create and update Better Agency prospects when new Redtail CRM contacts are created
Easily keep your Redtail CRM contacts in sync with Better Agency prospects with this automation. When a new contact is created in Redtail CRM, the workflow will create or update a prospect in Better Agency, ensuring your prospect information stays up-to-date and organized. Improve your efficiency and save time by streamlining your contact management process.
Easily keep your Redtail CRM contacts in sync with Better Agency prospects with this automation. When a new contact is created in Redtail CRM, the workflow will create or update a prospect in Better Agency, ensuring your prospect information stays up-to-date and organized. Improve your efficiency and save time by streamlining your contact management process.
- When this happens...Contact Created
Triggers when a new contact is created 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
