Redtail CRM + Samepage
Create folders in Samepage for new contacts in Redtail CRM
Organize your new Redtail CRM contacts efficiently with this automation. Whenever a new contact is created in Redtail CRM, it will instantly generate a folder in Samepage, helping you manage client files and ensuring you always have the right information at your fingertips. Keep your documentation structured and save time with this streamlined workflow.
Organize your new Redtail CRM contacts efficiently with this automation. Whenever a new contact is created in Redtail CRM, it will instantly generate a folder in Samepage, helping you manage client files and ensuring you always have the right information at your fingertips. Keep your documentation structured and save time with this streamlined workflow.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Folder
Creates a new folder in your organization.
- 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
