FreeAgent + Redtail CRM
Create contacts in FreeAgent when new contacts are added in Redtail CRM
Effortlessly manage your contacts across Redtail CRM and FreeAgent with this seamless workflow. Whenever a new contact is created in Redtail CRM, the automation will instantly add that contact to FreeAgent, keeping both systems updated and organized. Stay focused on growing your business, knowing that your contact information is always up-to-date and easily accessible in both platforms.
Effortlessly manage your contacts across Redtail CRM and FreeAgent with this seamless workflow. Whenever a new contact is created in Redtail CRM, the automation will instantly add that contact to FreeAgent, keeping both systems updated and organized. Stay focused on growing your business, knowing that your contact information is always up-to-date and easily accessible in both platforms.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Contact
Triggers when you add a new 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
