Redtail CRM + vcita
Create vcita clients from new Redtail CRM contacts for seamless client management
Effortlessly keep your client information up-to-date with this Redtail CRM and vcita automation. Whenever a new contact is added in Redtail CRM, their details will be used to create a client in vcita. This workflow helps you maintain an organized and accurate client list in both platforms, without the need for manual data entry.
Effortlessly keep your client information up-to-date with this Redtail CRM and vcita automation. Whenever a new contact is added in Redtail CRM, their details will be used to create a client in vcita. This workflow helps you maintain an organized and accurate client list in both platforms, without the need for manual data entry.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Client
Creates a new client.
- 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
