Ignition + Redtail CRM
Create new activities in Redtail CRM when proposals are accepted in Ignition
Save time and streamline your workflow with this simple automation. Whenever a proposal is accepted in Ignition, it creates an activity in Redtail CRM. This ensures you stay on top of your client engagement, eliminating the need to manually input data across platforms. It's a seamless, efficient solution for getting the most out of your Ignition and Redtail CRM tools.
Save time and streamline your workflow with this simple automation. Whenever a proposal is accepted in Ignition, it creates an activity in Redtail CRM. This ensures you stay on top of your client engagement, eliminating the need to manually input data across platforms. It's a seamless, efficient solution for getting the most out of your Ignition and Redtail CRM tools.
- When this happens...Proposal Accepted
Triggers when a proposal is accepted.
- automatically do this!Create Activity
Creates a new activity in your database.
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Proposal Accepted
Triggers when a proposal is accepted.
Try ItProposal Completed
Triggers when a proposal is completed. Does not work with Classic proposals.
Try ItProposal Moved to Awaiting Acceptance
Triggers when a draft proposal is moved to awaiting acceptance. Does not work with Classic proposals.
Try ItProposal Saved as Draft
Triggers when a proposal is moved to draft state. Does not work with Classic proposals.
Try It
Proposal Archived
Triggers when a proposal is archived. Does not work with Classic proposals.
Try ItProposal Marked as Lost
Triggers when a proposal is marked as lost. Does not work with Classic proposals.
Try ItProposal Revoked
Triggers when a proposal is revoked. Does not work with Classic proposals.
Try ItClassic Proposal State Changed
Triggers when a proposal's state changes. Only works with Classic proposals.
Try It
