Redtail CRM + TrueReview
Create new TrueReview requests for newly created Redtail CRM contacts
Effortlessly streamline your client review process with this workflow by connecting Redtail CRM to TrueReview. Whenever a new contact is created in Redtail CRM, it will automatically generate a review request in TrueReview, ensuring a seamless and efficient way to manage client feedback. Save time and enhance your productivity by handling contact reviews with this powerful integration.
Effortlessly streamline your client review process with this workflow by connecting Redtail CRM to TrueReview. Whenever a new contact is created in Redtail CRM, it will automatically generate a review request in TrueReview, ensuring a seamless and efficient way to manage client feedback. Save time and enhance your productivity by handling contact reviews with this powerful integration.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Request
Creates a request
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- 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
