Create and qualify users in Referral Factory from new activities in Redtail CRM
Effortlessly streamline your referral process by connecting Redtail CRM and Referral Factory. With this workflow, as soon as a new activity is created in Redtail CRM, the contact will be qualified using their email in Referral Factory. This automation helps you save time and efficiently manage your referrals, ensuring no potential lead slips through the cracks.
Effortlessly streamline your referral process by connecting Redtail CRM and Referral Factory. With this workflow, as soon as a new activity is created in Redtail CRM, the contact will be qualified using their email in Referral Factory. This automation helps you save time and efficiently manage your referrals, ensuring no potential lead slips through the cracks.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Qualify User With Email
Triggers when a referred user successfully converts. This is when a referred lead becomes qualified.
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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