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Dux-Soup + Redtail CRM

Create Dux-Soup profiles when new Redtail CRM activities are added

Enhance your lead management process with this seamless workflow between Redtail CRM and Dux-Soup. Whenever a new activity is created in Redtail CRM, this automation will generate a Connect Profile in Dux-Soup, helping you stay organized and focused on building strong relationships with your leads. Save time and increase efficiency in your sales and marketing efforts with this powerful integration.

Enhance your lead management process with this seamless workflow between Redtail CRM and Dux-Soup. Whenever a new activity is created in Redtail CRM, this automation will generate a Connect Profile in Dux-Soup, helping you stay organized and focused on building strong relationships with your leads. Save time and increase efficiency in your sales and marketing efforts with this powerful integration.

  1. When this happens...
    Redtail CRMRedtail CRM
    Activity Created

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    Dux-SoupDux-Soup
    Connect Profile

    Add a Connection Request action to the activity queue.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Redtail CRM triggers, actions, and search

    Activity Created

    Triggers when a new activity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Activity Updated

    Triggers when an activity is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Deleted

    Triggers when a new contact is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Created

    Triggers when a new opportunity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Activity Deleted

    Triggers when an activity is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Created

    Triggers when a new contact is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Updated

    Triggers when an existing contact is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Deleted

    Triggers when an opportunity is deleted in your database.

    Trigger
    Instant
    Try It
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dux-soup logo

About Dux-Soup

Dux-Soup is LinkedIn automation software to find leads and engage with prospects.
Learn moreHelp

Related categories

  • Marketing Automation

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redtailcrm logo
redtailcrm logo

About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.

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