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.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Send Surveys
Automatically send surveys to your customers.
- 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