Proof + Redtail CRM
Update Proof conversions when Redtail CRM contacts are modified
Easily track Redtail CRM contact updates with this seamless workflow. When a contact is updated in Redtail CRM, it will automatically create a conversion in the Proof app, ensuring you stay up-to-date on all critical interactions. Manage your contacts effortlessly and maintain accurate conversion records with this powerful integration.
Easily track Redtail CRM contact updates with this seamless workflow. When a contact is updated in Redtail CRM, it will automatically create a conversion in the Proof app, ensuring you stay up-to-date on all critical interactions. Manage your contacts effortlessly and maintain accurate conversion records with this powerful integration.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Create Conversion
Creates a new conversion for a campaign.
- 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
