formless + Redtail CRM
Create new Redtail CRM contacts from new formless responses
Effortlessly streamline your lead management process with this workflow. Whenever a new entry is submitted in formless, a contact will be created in Redtail CRM. This seamless integration helps save you time while ensuring that all your valuable leads are captured and nurtured in your CRM system.
Effortlessly streamline your lead management process with this workflow. Whenever a new entry is submitted in formless, a contact will be created in Redtail CRM. This seamless integration helps save you time while ensuring that all your valuable leads are captured and nurtured in your CRM system.
- When this happens...New Response
Triggers when a new response is submitted.
- automatically do this!Create Contact
Creates a new contact in your database.
- Free forever for core features
- 14 day trial for premium features & apps
ConversationRequired
Try ItActivity 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 It
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
