Proposify + Redtail CRM
Create clients in Proposify for new contacts in Redtail CRM
Save time and streamline your client onboarding process with this Redtail CRM to Proposify automation. When a new contact is added in Redtail CRM, it will instantly create a new client in Proposify, ensuring your proposal system is always up-to-date. Stay organized, improve efficiency, and never miss a beat when managing your contacts and clients.
Save time and streamline your client onboarding process with this Redtail CRM to Proposify automation. When a new contact is added in Redtail CRM, it will instantly create a new client in Proposify, ensuring your proposal system is always up-to-date. Stay organized, improve efficiency, and never miss a beat when managing your contacts and clients.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Client
Creates a new client.
- 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.
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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.
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