Formsite + Redtail CRM
Create contacts in Redtail CRM from new Formsite form results
Effortlessly manage new Formsite form entries and maintain an updated contact list in Redtail CRM with this seamless workflow. When a new form result is submitted, this automation creates a contact in Redtail CRM, ensuring your database remains current and organized. Eliminate manual data entry and stay focused on expanding your network.
Effortlessly manage new Formsite form entries and maintain an updated contact list in Redtail CRM with this seamless workflow. When a new form result is submitted, this automation creates a contact in Redtail CRM, ensuring your database remains current and organized. Eliminate manual data entry and stay focused on expanding your network.
- When this happens...New Form Result
Triggers when a user submits a new form result.
- automatically do this!Create Contact
Creates a new contact in your database.
- Free forever for core features
- 14 day trial for premium features & apps
FormRequired
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.
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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.
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