Follow Up Boss + Redtail CRM
Create tasks in Follow Up Boss for new Redtail CRM contacts
Easily stay on top of new contacts in your Redtail CRM by creating tasks in Follow Up Boss for each addition. With this workflow, every time a contact is created in Redtail CRM, a corresponding task will be generated in Follow Up Boss, helping you manage your leads more efficiently and ensuring prompt follow-ups. Improve your customer relationship management and never miss an opportunity to connect with new prospects.
Easily stay on top of new contacts in your Redtail CRM by creating tasks in Follow Up Boss for each addition. With this workflow, every time a contact is created in Redtail CRM, a corresponding task will be generated in Follow Up Boss, helping you manage your leads more efficiently and ensuring prompt follow-ups. Improve your customer relationship management and never miss an opportunity to connect with new prospects.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Task
Create a task for a contact.
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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
