Orbit + Redtail CRM
Create new Orbit activities when Redtail CRM contacts are added
Effortlessly connect your Redtail CRM and Orbit apps with this seamless automation. Whenever a new contact is created in Redtail CRM, a corresponding activity will be generated in Orbit, ensuring that your data stays up-to-date and organized across both platforms. Save time and keep your team on the same page with this efficient workflow.
Effortlessly connect your Redtail CRM and Orbit apps with this seamless automation. Whenever a new contact is created in Redtail CRM, a corresponding activity will be generated in Orbit, ensuring that your data stays up-to-date and organized across both platforms. Save time and keep your team on the same page with this efficient workflow.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Activity
Save an activity to a Member profile in Orbit. If the Member profile does not exist, it will also be created using this Action.
- 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
