Proposify + Redtail CRM
Create Proposify clients from new Redtail CRM activities
Effortlessly streamline your client onboarding process with this Redtail CRM and Proposify integration. When a new activity is created in Redtail CRM, this automation will immediately create a client in Proposify, saving you time and ensuring a consistent workflow. Stay organized and keep your focus on delivering personalized proposals with this seamless connection between your CRM and proposal software.
Effortlessly streamline your client onboarding process with this Redtail CRM and Proposify integration. When a new activity is created in Redtail CRM, this automation will immediately create a client in Proposify, saving you time and ensuring a consistent workflow. Stay organized and keep your focus on delivering personalized proposals with this seamless connection between your CRM and proposal software.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Client
Creates a new client.
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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
