Prequal Solutions + Redtail CRM
Update contacts in Redtail CRM and process applicants in Prequal Solutions
Keep your applicant data up to date effortlessly with this Redtail CRM and Prequal Solutions integration. Whenever a contact is updated in Redtail CRM, this workflow will automatically process the applicant in Prequal Solutions, ensuring that your customer information stays current and accurate across both platforms. Save time and maintain consistency in your lead management process with this seamless automation.
Keep your applicant data up to date effortlessly with this Redtail CRM and Prequal Solutions integration. Whenever a contact is updated in Redtail CRM, this workflow will automatically process the applicant in Prequal Solutions, ensuring that your customer information stays current and accurate across both platforms. Save time and maintain consistency in your lead management process with this seamless automation.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Process Applicant
Adds a new applicant and processes their prequal.
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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
