Lawmatics + Redtail CRM
Create Lawmatics form entries for new Redtail CRM contacts
Effortlessly streamline your client intake process with this automation that connects Redtail CRM and Lawmatics. When a new contact is created in Redtail CRM, this workflow will submit a custom form entry in Lawmatics, ensuring client data is consistently updated across both platforms. Save time and increase accuracy with this seamless integration.
Effortlessly streamline your client intake process with this automation that connects Redtail CRM and Lawmatics. When a new contact is created in Redtail CRM, this workflow will submit a custom form entry in Lawmatics, ensuring client data is consistently updated across both platforms. Save time and increase accuracy with this seamless integration.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Submit Custom Form Entry
Fill out a Custom Form with values.
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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
