Create new Redtail CRM contacts from Cognito Forms entries
Effortlessly manage your contacts with this seamless workflow, connecting Cognito Forms and Redtail CRM. Whenever a new entry is received in Cognito Forms, a contact will be created in Redtail CRM, keeping your database up-to-date and organized. Save time on manual data entry and ensure accuracy for your CRM, so you can focus on building valuable relationships.
Effortlessly manage your contacts with this seamless workflow, connecting Cognito Forms and Redtail CRM. Whenever a new entry is received in Cognito Forms, a contact will be created in Redtail CRM, keeping your database up-to-date and organized. Save time on manual data entry and ensure accuracy for your CRM, so you can focus on building valuable relationships.
- When this happens...New Entry
Triggers when someone fills out your form.
- automatically do this!Create Contact
Creates a new contact in your database.
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