Plutio + Redtail CRM
Create new Plutio persons when Redtail CRM contacts are created
Effortlessly maintain organized client records with this seamless workflow between Redtail CRM and Plutio. When a new contact is added in Redtail CRM, a person is created in Plutio, ensuring consistent updates across both platforms. Save time and enhance client management efficiency with this simple automation.
Effortlessly maintain organized client records with this seamless workflow between Redtail CRM and Plutio. When a new contact is added in Redtail CRM, a person is created in Plutio, ensuring consistent updates across both platforms. Save time and enhance client management efficiency with this simple automation.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Person
Creates a Person
- 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
