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Redtail CRM + ReviewInc

Add new Redtail CRM contacts to ReviewInc notify system for seamless communication

Streamline your customer review process by connecting Redtail CRM and ReviewInc. With this workflow, every time a new contact is created in Redtail CRM, they'll be seamlessly added to your Notify System in ReviewInc. This automation helps you save time and ensures that no new contact goes unnoticed, allowing you to effectively manage your online reputation and gather valuable feedback from your clients.

Streamline your customer review process by connecting Redtail CRM and ReviewInc. With this workflow, every time a new contact is created in Redtail CRM, they'll be seamlessly added to your Notify System in ReviewInc. This automation helps you save time and ensures that no new contact goes unnoticed, allowing you to effectively manage your online reputation and gather valuable feedback from your clients.

  1. When this happens...
    Redtail CRMRedtail CRM
    Contact Created

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    ReviewIncReviewInc
    Add a Contact Into Notify System

    For third party CRM’s that already have customer names, emails / SMS text numbers, it’s convenient to push the contacts into the Notify system to trigger the request review campaign message.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Redtail CRM triggers, actions, and search

    Activity Created

    Triggers when a new activity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Activity Updated

    Triggers when an activity is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Deleted

    Triggers when a new contact is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Created

    Triggers when a new opportunity is created in your database.

    Trigger
    Instant
    Try It
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About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.
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Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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About ReviewInc

ReviewInc is reputation management and customer communication software that automates the customer experience journey through forms, emails, and text messages. Our service enhances Online Reputation by monitoring, collecting, and amplifying reviews to help businesses shine.

Related categories