Jotform + Redtail CRM
Create Jotform submissions for new Redtail CRM activities
Effortlessly track your Redtail CRM activities by creating corresponding Jotform entries with this seamless workflow. When a new activity is created in Redtail CRM, an entry will be generated in Jotform, ensuring all important details are captured and easily accessible. Stay organized and save time by automating this valuable process.
Effortlessly track your Redtail CRM activities by creating corresponding Jotform entries with this seamless workflow. When a new activity is created in Redtail CRM, an entry will be generated in Jotform, ensuring all important details are captured and easily accessible. Stay organized and save time by automating this valuable process.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Submission
Generate a new submission for your form
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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
