Rannko + Redtail CRM
Create Rannko customers when new contacts are added in Redtail CRM
Save time and streamline your contact management process by automatically creating a Rannko customer whenever a new contact is added in Redtail CRM. With this simple workflow, ensure that customer profiles are consistently up-to-date and easily trackable across both platforms, allowing you to focus on nurturing customer relationships and growing your business.
Save time and streamline your contact management process by automatically creating a Rannko customer whenever a new contact is added in Redtail CRM. With this simple workflow, ensure that customer profiles are consistently up-to-date and easily trackable across both platforms, allowing you to focus on nurturing customer relationships and growing your business.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Add Customer
This will store the customer information to Rannko.
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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
