Redtail CRM + Swell
Create Swell invites for new Redtail CRM activities
Effortlessly streamline your client outreach process with this Redtail CRM and Swell integration. When a new activity is created in Redtail CRM, an invitation is sent via Swell, making it simple for you to engage with your clients and prospects. Save time and ensure consistent communication by automating your workflow with this efficient and seamless solution.
Effortlessly streamline your client outreach process with this Redtail CRM and Swell integration. When a new activity is created in Redtail CRM, an invitation is sent via Swell, making it simple for you to engage with your clients and prospects. Save time and ensure consistent communication by automating your workflow with this efficient and seamless solution.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Send Invite
This will create a contact and then send them a review invite.
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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
