Create new Redtail CRM contacts for new PreciseFP clients and prospects
When this happensStep 1: New Client/Prospect
Then do thisStep 2: Create New Contact
With the help of Zapier, you don't need to manually add your new PreciseFP clients/prospects to Redtail CRM. This integration will automatically add every new PreciseFP client and prospect to Redtail CRM as a new contact.
How this PreciseFP-Redtail CRM integration works.
- New client/prospect is created in PreciseFP
- Zapier creates a new contact in Redtail CRM
- Redtail CRM