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Nudgify + Redtail CRM

Create sign up nudges in Nudgify for new Redtail CRM contacts

Easily streamline your sales process with this Redtail CRM and Nudgify automation. When a new contact is created in Redtail CRM, this workflow will send a sign-up nudge in Nudgify, prompting your team to take immediate action and engage with the new contact. Increase your sales efficiency and never miss an opportunity to connect with potential clients.

Easily streamline your sales process with this Redtail CRM and Nudgify automation. When a new contact is created in Redtail CRM, this workflow will send a sign-up nudge in Nudgify, prompting your team to take immediate action and engage with the new contact. Increase your sales efficiency and never miss an opportunity to connect with potential clients.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    NudgifyNudgify
    Create Sign Up Nudge

    This will save the data for your "Recent Activity - Sign-up" and "Recent Activity - All Sign-ups" Nudges.

    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
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  • 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 Nudgify

Nudgify is a Social Proof App and FOMO App that helps you build Trust and Increase Conversions on Shopify, WooCommerce and more.
Learn more

Related categories

  • Marketing
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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier