Pipeline CRM + Redtail CRM
Create people in Pipeline CRM from new Redtail CRM contacts
Effortlessly keep your contacts updated between Redtail CRM and Pipeline CRM with this seamless workflow. Whenever a new contact is created in Redtail CRM, a person will be added to Pipeline CRM, ensuring that your customer information stays up-to-date across both platforms. Save time and eliminate manual data entry by streamlining your contact management process.
Effortlessly keep your contacts updated between Redtail CRM and Pipeline CRM with this seamless workflow. Whenever a new contact is created in Redtail CRM, a person will be added to Pipeline CRM, ensuring that your customer information stays up-to-date across both platforms. Save time and eliminate manual data entry by streamlining your contact management process.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Person
Creates a new person in your PipelineDeals account.
- 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
