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Redtail CRM + SurveyMonkey

Create SurveyMonkey contacts from new Redtail CRM activities

Effortlessly keep track of your Redtail CRM activities and SurveyMonkey contacts with this seamless workflow. When a new activity is created in Redtail CRM, a contact will be added to SurveyMonkey, ensuring you always stay organized and on top of your customer interactions. Save time on manual data entry and enhance your customer relationship management with this efficient automation.

Effortlessly keep track of your Redtail CRM activities and SurveyMonkey contacts with this seamless workflow. When a new activity is created in Redtail CRM, a contact will be added to SurveyMonkey, ensuring you always stay organized and on top of your customer interactions. Save time on manual data entry and enhance your customer relationship management with this efficient automation.

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

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    SurveyMonkeySurveyMonkey
    Create Contact

    Creates a new contact in your address book.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Redtail CRM triggers, actions, and search

    Activity Created

    Triggers when a new activity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Activity Updated

    Triggers when an activity is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Deleted

    Triggers when a new contact is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Created

    Triggers when a new opportunity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Activity Deleted

    Triggers when an activity is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Created

    Triggers when a new contact is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Updated

    Triggers when an existing contact is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Deleted

    Triggers when an opportunity is deleted in your database.

    Trigger
    Instant
    Try It
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About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for todayā€™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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About SurveyMonkey

SurveyMonkey is the easiest way to create surveys and get answers. SurveyMonkey lets you whip up a survey quickly and get targeted answers from the audience you want to ask.

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