BONZO + Redtail CRM
Create BONZO prospects from new Redtail CRM contacts
Easily stay on top of new contacts in your Redtail CRM by setting up this automation. With this workflow activated, every time a new contact is created in Redtail CRM, they'll be added as a prospect in BONZO. Streamline your sales pipeline and ensure no opportunities slip through the cracks, while saving time and effort.
Easily stay on top of new contacts in your Redtail CRM by setting up this automation. With this workflow activated, every time a new contact is created in Redtail CRM, they'll be added as a prospect in BONZO. Streamline your sales pipeline and ensure no opportunities slip through the cracks, while saving time and effort.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Prospect in Campaign
Triggers when a new person is created in a campaign.
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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
