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Redtail CRM + Zenoti

Create new Zenoti opportunities from Redtail CRM contacts

Effortlessly manage your sales pipeline with this seamless workflow between Redtail CRM and Zenoti. Whenever a new contact is created in Redtail CRM, an opportunity will be created in Zenoti, allowing you to easily track and organize potential business. Streamline your sales process and ensure no lead goes unnoticed with this time-saving automation.

Effortlessly manage your sales pipeline with this seamless workflow between Redtail CRM and Zenoti. Whenever a new contact is created in Redtail CRM, an opportunity will be created in Zenoti, allowing you to easily track and organize potential business. Streamline your sales process and ensure no lead goes unnoticed with this time-saving automation.

  1. When this happens...
    Redtail CRMRedtail CRM
    Contact Created

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    ZenotiZenoti
    Create Opportunity

    Creates an opportunity.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Redtail CRM triggers, actions, and search

    Activity Created

    Triggers when a new activity is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Activity Updated

    Triggers when an activity is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Deleted

    Triggers when a new contact is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Created

    Triggers when a new opportunity is created in your database.

    Trigger
    Instant
    Try It
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redtailcrm logo

About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.
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Related categories

  • CRM (Customer Relationship Management)

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zenoti logo
zenoti logo

About Zenoti

Zenoti provides an all-in-one, cloud-based software solution for the spa, salon and med spa industry.

Related categories

Similar apps

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