Front + Redtail CRM
Create new Front accounts when Redtail CRM contacts are created for streamlined management
Effortlessly manage your contacts and accounts by leveraging this automation between Redtail CRM and Front. With this workflow, every time a new contact is created in Redtail CRM, an account will be created in Front, ensuring seamless organization of your clients and prospects. Save valuable time and focus on building customer relationships, while the automation works behind the scenes to maintain up-to-date records.
Effortlessly manage your contacts and accounts by leveraging this automation between Redtail CRM and Front. With this workflow, every time a new contact is created in Redtail CRM, an account will be created in Front, ensuring seamless organization of your clients and prospects. Save valuable time and focus on building customer relationships, while the automation works behind the scenes to maintain up-to-date records.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Account
Creates a new Account.
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- 14 day trial for premium features & apps
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
