Redtail CRM + Referral Rock
Create referrals in Referral Rock for new activities in Redtail CRM
Easily track and manage new client referrals in your Referral Rock account when a new activity is created in Redtail CRM. With this efficient workflow, your referral network will always be updated and well-maintained, allowing you to seamlessly grow and monitor your client base.
Easily track and manage new client referrals in your Referral Rock account when a new activity is created in Redtail CRM. With this efficient workflow, your referral network will always be updated and well-maintained, allowing you to seamlessly grow and monitor your client base.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Add Referral
Adds a new referral from a member.
- 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
