Redtail CRM + The Value Builder System™
Create Redtail CRM activities and activate contact nurture cycles in The Value Builder System™
Effortlessly streamline your client interactions with this Redtail CRM and The Value Builder System™ automation. When a new activity is created in Redtail CRM, it will instantly activate a Contact Nurture Cycle in The Value Builder System, ensuring your clients receive timely and targeted communication. Improve your client relationships and boost your engagement, all without lifting a finger.
Effortlessly streamline your client interactions with this Redtail CRM and The Value Builder System™ automation. When a new activity is created in Redtail CRM, it will instantly activate a Contact Nurture Cycle in The Value Builder System, ensuring your clients receive timely and targeted communication. Improve your client relationships and boost your engagement, all without lifting a finger.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Activate Contact Nurture Cycle
Activate Nurture Cycle - Activate Nurture Cycle for contact
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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
