InTouch Tool + Redtail CRM Integrations
How to connect InTouch Tool + Redtail CRM
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All Followups SentTriggers when all followups were sent and there were no reply.Trigger- New ConnectionTriggers when a person connects with you on LinkedIn.Trigger
- First ReplyTriggers when a prospect responds on LinkedIn for the first time.Trigger
- Create a ProspectCreates a prospectAction
- Pause a ProspectPauses prospect from further communication so they won't receive any messages moving forward.Action
Activity CreatedTriggers when a new activity is created in your database.Trigger- Activity DeletedTriggers when an activity is deleted in your database.Trigger
- Activity UpdatedTriggers when an activity is updated in your database.Trigger
- Redtail CRM
Triggers when a new contact is created in your database.
Instant
Trigger
- Redtail CRM
Triggers when a new contact is deleted in your database.
Instant
Trigger
- Redtail CRM
Triggers when an existing contact is updated in your database.
Instant
Trigger
- Redtail CRM
Triggers when a new opportunity is created in your database.
Instant
Trigger
- Redtail CRM
Triggers when an opportunity is deleted in your database.
Instant
Trigger
- Redtail CRM
Triggers when an opportunity is updated in your database.
Instant
Trigger
- Redtail CRM
Triggers when a Workflow Step is completed in your database .
Instant
Trigger
- Redtail CRM
Triggers when a Workflow Step Task is completed in your database.
Instant
Trigger
- Redtail CRM
Creates a new activity in your database.
Scheduled
Action
- Redtail CRM
Creates a new contact in your database.
Scheduled
Action
- Redtail CRM
Creates a new opportunity in your database.
Scheduled
Action
- Redtail CRM
Updates and existing activity in your database.
Scheduled
Action
- Redtail CRM
Updates an existing contact in your database.
Scheduled
Action
- Redtail CRM
Updates an existing opportunity in your database.
Scheduled
Action
How InTouch Tool + Redtail CRM Integrations Work
- Step 1: Authenticate InTouch Tool and Redtail CRM.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About InTouch Tool
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