Redtail CRM + Visible
Add new Redtail CRM activities to Visible metrics with ease
Enhance your sales and marketing performance tracking with this efficient workflow between Redtail CRM and Visible. Whenever a new activity is created within Redtail CRM, this automation will update a specific metric value in your Visible account. Stay updated on your performance metrics, without manual data transfers, and focus on growing your business.
Enhance your sales and marketing performance tracking with this efficient workflow between Redtail CRM and Visible. Whenever a new activity is created within Redtail CRM, this automation will update a specific metric value in your Visible account. Stay updated on your performance metrics, without manual data transfers, and focus on growing your business.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Add Value to Metric
Increments a data point for an existing metric (the metric must be a daily metric)
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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
