Club OS + Redtail CRM
Create new Club OS prospects from newly created Redtail CRM contacts
Effortlessly streamline your customer onboarding process with this workflow that connects Redtail CRM and Club OS. When a new contact is created in Redtail CRM, it will instantly create a prospect in Club OS, ensuring your sales team always has up-to-date information. Say goodbye to manual data entries and save time while improving your lead management.
Effortlessly streamline your customer onboarding process with this workflow that connects Redtail CRM and Club OS. When a new contact is created in Redtail CRM, it will instantly create a prospect in Club OS, ensuring your sales team always has up-to-date information. Say goodbye to manual data entries and save time while improving your lead management.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Prospect
Creates a new 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
