Hnry + Redtail CRM
Create new Hnry clients from Redtail CRM activities
Effortlessly manage your client onboarding process with this powerful workflow that links Redtail CRM and Hnry. When you create a new activity in Redtail CRM, this automation will instantly create a client in Hnry - streamlining your client management and saving valuable time. Say goodbye to manual data entry, and focus on building great client relationships instead.
Effortlessly manage your client onboarding process with this powerful workflow that links Redtail CRM and Hnry. When you create a new activity in Redtail CRM, this automation will instantly create a client in Hnry - streamlining your client management and saving valuable time. Say goodbye to manual data entry, and focus on building great client relationships instead.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Client
Creates a new client.
- Free forever for core features
- 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
