Create new opportunities in Redtail CRM from new entries in Cognito Forms
Streamline your data entry process with this efficient workflow. Whenever a new entry is added in Cognito Forms, an opportunity will be created instantly in Redtail CRM. This automation helps in timely tracking and management of potential clients, enhancing your productivity and cutting down manual data transfer tasks. Embrace a seamless connection between Cognito Forms and Redtail CRM for a smoother sales process.
Streamline your data entry process with this efficient workflow. Whenever a new entry is added in Cognito Forms, an opportunity will be created instantly in Redtail CRM. This automation helps in timely tracking and management of potential clients, enhancing your productivity and cutting down manual data transfer tasks. Embrace a seamless connection between Cognito Forms and Redtail CRM for a smoother sales process.
- When this happens...New Entry
Triggers when someone fills out your form.
- automatically do this!Create Opportunity
Creates a new opportunity in your database.
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