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Groove + Redtail CRM

Create Groove tickets for new Redtail CRM contacts

Effortlessly manage your customer support by creating new Groove tickets when contacts are added in Redtail CRM. This seamless workflow ensures prompt assistance for your newly added clients, enhancing your customer service process and boosting efficiency. Never miss a beat with your client support and let the automation handle the rest.

Effortlessly manage your customer support by creating new Groove tickets when contacts are added in Redtail CRM. This seamless workflow ensures prompt assistance for your newly added clients, enhancing your customer service process and boosting efficiency. Never miss a beat with your client support and let the automation handle the rest.

  1. When this happens...
    Redtail CRMRedtail CRM
    Contact Created

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    GrooveGroove
    Create New Ticket

    Starts a new ticket for your customer.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Redtail CRM triggers, actions, and search

    Activity Created

    Triggers when a new activity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Activity Updated

    Triggers when an activity is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Deleted

    Triggers when a new contact is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Created

    Triggers when a new opportunity is created in your database.

    Trigger
    Instant
    Try It
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About Groove

The simple helpdesk for SaaS and eCommerce businesses.
Learn moreHelp

Related categories

  • Customer Support

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About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.

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