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Redtail CRM + Reviews360

Create and send Reviews360 surveys for new Redtail CRM activities

Effortlessly manage your client relationships with this seamless automation! When a new activity is created in Redtail CRM, this workflow will instantly send surveys to your clients using Reviews360. Stay on top of your client interactions and boost engagement by ensuring timely and organized outreach.

Effortlessly manage your client relationships with this seamless automation! When a new activity is created in Redtail CRM, this workflow will instantly send surveys to your clients using Reviews360. Stay on top of your client interactions and boost engagement by ensuring timely and organized outreach.

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

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    Reviews360Reviews360
    Send Surveys

    Automatically send surveys to your customers.

    ActionWrite
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Supported triggers and actions

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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)

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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About Reviews360

Reviews360 is a review collection platform. Automatically send surveys to your customers via text message and collect reviews on all the major review sites.

Related categories