Redtail CRM + ReviewTrackers
Create ReviewTrackers email requests for new Redtail CRM activities
Stay on top of your client activities in Redtail CRM by automating email requests in ReviewTrackers. With this workflow, each time a new activity is created in Redtail CRM, a new email request will be sent in ReviewTrackers. This saves time and ensures you never miss a chance to gather valuable feedback from clients.
Stay on top of your client activities in Redtail CRM by automating email requests in ReviewTrackers. With this workflow, each time a new activity is created in Redtail CRM, a new email request will be sent in ReviewTrackers. This saves time and ensures you never miss a chance to gather valuable feedback from clients.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!New Email Request
Create an email Feedback or Review Request.
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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
