Cognito Forms + Redtail CRM
Create new Cognito Forms entries for newly created Redtail CRM contacts
Keep your contact information organized and easily accessible by connecting Redtail CRM to Cognito Forms. With this workflow, every time you create a new contact in Redtail CRM, an entry will be automatically generated in Cognito Forms. Streamline your data management process and save time by automating manual tasks.
Keep your contact information organized and easily accessible by connecting Redtail CRM to Cognito Forms. With this workflow, every time you create a new contact in Redtail CRM, an entry will be automatically generated in Cognito Forms. Streamline your data management process and save time by automating manual tasks.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Entry
Creates a new entry.
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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
