RD Station + Redtail CRM
Create conversion events in RD Station for newly created Redtail CRM contacts
Create a seamless connection between your Redtail CRM and RD Station by setting up this workflow. Whenever a new contact is added in Redtail CRM, a conversion event will be triggered in RD Station to streamline your marketing strategy. This automation ensures a more efficient data management process and keeps your marketing efforts up-to-date with the latest additions to your client list.
Create a seamless connection between your Redtail CRM and RD Station by setting up this workflow. Whenever a new contact is added in Redtail CRM, a conversion event will be triggered in RD Station to streamline your marketing strategy. This automation ensures a more efficient data management process and keeps your marketing efforts up-to-date with the latest additions to your client list.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Conversion Event
It registers a new conversion event for a contact.
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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
