HomeActions + Redtail CRM
Add new activities in Redtail CRM as members in HomeActions with ease
Easily streamline your client management process with this workflow that connects Redtail CRM and HomeActions. When a new activity is created in Redtail CRM, a member will be seamlessly added to HomeActions, ensuring a smooth and efficient client onboarding experience. Save time and eliminate manual data entry, while keeping your contact database up-to-date and organized.
Easily streamline your client management process with this workflow that connects Redtail CRM and HomeActions. When a new activity is created in Redtail CRM, a member will be seamlessly added to HomeActions, ensuring a smooth and efficient client onboarding experience. Save time and eliminate manual data entry, while keeping your contact database up-to-date and organized.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Add Member
Adds a member to your list, and subscribes them to your newsletter
- 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
