FormKeep + Redtail CRM Integrations
How to connect FormKeep + Redtail CRM
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New SubmissionTriggers when your form receives a new submission.Trigger
Activity CreatedTriggers when a new activity is created in your database.Trigger- Activity DeletedTriggers when an activity is deleted in your database.Trigger
- Activity UpdatedTriggers when an activity is updated in your database.Trigger
- Contact CreatedTriggers when a new contact is created in your database.Trigger
- Contact DeletedTriggers when a new contact is deleted in your database.Trigger
- Contact UpdatedTriggers when an existing contact is updated in your database.Trigger
- Opportunity CreatedTriggers when a new opportunity is created in your database.Trigger
- Redtail CRM
Triggers when an opportunity is deleted in your database.
Instant
Trigger
- Redtail CRM
Triggers when an opportunity is updated in your database.
Instant
Trigger
- Redtail CRM
Triggers when a Workflow Step is completed in your database .
Instant
Trigger
- Redtail CRM
Triggers when a Workflow Step Task is completed in your database.
Instant
Trigger
- Redtail CRM
Creates a new activity in your database.
Scheduled
Action
- Redtail CRM
Creates a new contact in your database.
Scheduled
Action
- Redtail CRM
Creates a new opportunity in your database.
Scheduled
Action
- Redtail CRM
Updates and existing activity in your database.
Scheduled
Action
- Redtail CRM
Updates an existing contact in your database.
Scheduled
Action
- Redtail CRM
Updates an existing opportunity in your database.
Scheduled
Action
How FormKeep + Redtail CRM Integrations Work
- Step 1: Authenticate FormKeep and Redtail CRM.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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