Formstack + Redtail CRM
Create Formstack submissions from new Redtail CRM activities for seamless data management
Effortlessly streamline your data management with this efficient workflow that connects Redtail CRM and Formstack. Whenever a new activity is created in Redtail CRM, this automation will swiftly create a submission in Formstack, ensuring that your important information is consistently transferred and organized. Say goodbye to manual data entry and save valuable time for your team.
Effortlessly streamline your data management with this efficient workflow that connects Redtail CRM and Formstack. Whenever a new activity is created in Redtail CRM, this automation will swiftly create a submission in Formstack, ensuring that your important information is consistently transferred and organized. Say goodbye to manual data entry and save valuable time for your team.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Submission
Creates a submission for a form in FormStack.
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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
