LiveAgent + Redtail CRM
Create LiveAgent customers from new Redtail CRM contacts
Effortlessly keep your customer support system up to date with this Redtail CRM and LiveAgent automation. Whenever a new contact is created in Redtail CRM, this workflow will instantly add them as a new customer in LiveAgent. Spend less time on manual data entry and more on providing excellent customer service, while ensuring your support team has the most recent information at their fingertips.
Effortlessly keep your customer support system up to date with this Redtail CRM and LiveAgent automation. Whenever a new contact is created in Redtail CRM, this workflow will instantly add them as a new customer in LiveAgent. Spend less time on manual data entry and more on providing excellent customer service, while ensuring your support team has the most recent information at their fingertips.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Add New Customer
Adds new contact/customer to system.
- 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
