Redtail CRM + SurveyMethods
Create Redtail CRM activities and send SurveyMethods survey invitations simultaneously
Easily manage your client relationships and gather their feedback through this Redtail CRM and SurveyMethods automation. When a new activity is created in Redtail CRM, this workflow will send out a survey invitation using SurveyMethods, ensuring you get valuable insights from your clients without any manual effort. Strengthen your client engagement and make data-driven decisions with this seamless connection between your CRM and survey platform.
Easily manage your client relationships and gather their feedback through this Redtail CRM and SurveyMethods automation. When a new activity is created in Redtail CRM, this workflow will send out a survey invitation using SurveyMethods, ensuring you get valuable insights from your clients without any manual effort. Strengthen your client engagement and make data-driven decisions with this seamless connection between your CRM and survey platform.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Send a Survey Invitation
Send a survey invitation to an email address.
- 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
