CoachAccountable + Redtail CRM
Create new CoachAccountable clients from newly created Redtail CRM contacts
Effortlessly manage your contacts and clients with this Redtail CRM and CoachAccountable integration. When a new contact is created in Redtail CRM, this workflow will automatically add them as a new client in CoachAccountable, streamlining your client onboarding process. Save time and stay organized by ensuring your contacts and clients are seamlessly synced across both platforms.
Effortlessly manage your contacts and clients with this Redtail CRM and CoachAccountable integration. When a new contact is created in Redtail CRM, this workflow will automatically add them as a new client in CoachAccountable, streamlining your client onboarding process. Save time and stay organized by ensuring your contacts and clients are seamlessly synced across both platforms.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Add New Client
Adds a new Client.
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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
