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Magentrix + Redtail CRM

Create Magentrix entity records for new Redtail CRM activities

Effortlessly track your Redtail CRM activities in Magentrix with this seamless automation. Whenever a new activity is created in Redtail CRM, a corresponding entity record will be generated in Magentrix, ensuring you have an organized and up-to-date database. Enhance your CRM workflow and never miss crucial information again.

Effortlessly track your Redtail CRM activities in Magentrix with this seamless automation. Whenever a new activity is created in Redtail CRM, a corresponding entity record will be generated in Magentrix, ensuring you have an organized and up-to-date database. Enhance your CRM workflow and never miss crucial information again.

  1. When this happens...
    Redtail CRMRedtail CRM
    Activity Created

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    MagentrixMagentrix
    Create Entity Record

    Creates a new record of your chosen Entity Type.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Redtail CRM triggers, actions, and search

    Activity Created

    Triggers when a new activity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Activity Updated

    Triggers when an activity is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Deleted

    Triggers when a new contact is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Created

    Triggers when a new opportunity is created in your database.

    Trigger
    Instant
    Try It
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About Magentrix

Magentrix provides advanced API connections to Salesforce CRM & Microsoft Dynamics which allow you to easily build custom, self-service webpages for customers or partners to access or change account or contact related data.
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Related categories

  • CRM (Customer Relationship Management)

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