Circle + Redtail CRM
Create group chats in Circle for new contacts in Redtail CRM
Create a seamless workflow that connects Redtail CRM and Circle to enhance team collaboration. When a new contact is added to Redtail CRM, this automation starts a group chat in Circle for better communication and coordination among team members. Save time and stay up-to-date with your team's progress on new contacts with this efficient integration.
Create a seamless workflow that connects Redtail CRM and Circle to enhance team collaboration. When a new contact is added to Redtail CRM, this automation starts a group chat in Circle for better communication and coordination among team members. Save time and stay up-to-date with your team's progress on new contacts with this efficient integration.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Start a Group Chat
Start a group chat with multiple community members.
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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
