Capsule CRM + Redtail CRM
Create Redtail CRM activities for new or updated Capsule CRM contacts
Stay organized and efficient with this Capsule CRM to Redtail CRM workflow. When a new or updated contact happens inside Capsule CRM, this automation will create an activity in Redtail CRM for you. Keep your customer data up-to-date and streamline your CRM management process with this easy-to-use integration.
Stay organized and efficient with this Capsule CRM to Redtail CRM workflow. When a new or updated contact happens inside Capsule CRM, this automation will create an activity in Redtail CRM for you. Keep your customer data up-to-date and streamline your CRM management process with this easy-to-use integration.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Create Activity
Creates a new activity in your database.
- Free forever for core features
- 14 day trial for premium features & apps
About Capsule CRM
Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
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CRM (Customer Relationship Management)About Redtail CRM
Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.
