Follow Up Boss + Redtail CRM
Create notes in Follow Up Boss for new Redtail CRM contacts
Efficiently manage your new contacts from Redtail CRM by creating notes in Follow Up Boss. With this workflow, every time a new contact is added in Redtail CRM, a note will be created in Follow Up Boss, ensuring you have all the essential information in one place. Stay organized and improve your follow-up process with this seamless integration.
Efficiently manage your new contacts from Redtail CRM by creating notes in Follow Up Boss. With this workflow, every time a new contact is added in Redtail CRM, a note will be created in Follow Up Boss, ensuring you have all the essential information in one place. Stay organized and improve your follow-up process with this seamless integration.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Note
Creates a note on 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
