Create new Redtail CRM contacts from Pipedrive activities
Effortlessly streamline your customer relationship management with this Pipedrive and Redtail CRM automation. When new activities occur in Pipedrive, this workflow creates corresponding contacts in Redtail CRM, ensuring your client information stays organized and up-to-date. Focus on building strong relationships, and let this seamless integration handle the data management for you.
Effortlessly streamline your customer relationship management with this Pipedrive and Redtail CRM automation. When new activities occur in Pipedrive, this workflow creates corresponding contacts in Redtail CRM, ensuring your client information stays organized and up-to-date. Focus on building strong relationships, and let this seamless integration handle the data management for you.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Contact
Creates a new contact in your database.
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