PreciseFP + Redtail CRM
Add projects in PreciseFP when new contacts are created in Redtail
With the help of Zapier, you don't need to manually add your new Redtail CRM contacts to PreciseFP. This integration will automatically add every new Redtail CRM Contact to PreciseFP as a new prospect.
With the help of Zapier, you don't need to manually add your new Redtail CRM contacts to PreciseFP. This integration will automatically add every new Redtail CRM Contact to PreciseFP as a new prospect.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Account
Creates a new client or prospect account.
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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
