Redtail CRM + Xplor Studio
Create Xplor Studio members when new Redtail CRM activities are created
Effortlessly manage your new client onboarding process with this powerful automation between Redtail CRM and Xplor Studio. Whenever a new activity is created in Redtail CRM, this workflow will automatically add a member in Xplor Studio, streamlining your workflow and ensuring a seamless transition between the two platforms. With this integration, you can swiftly maintain accurate records while staying organized and focused on building strong client relationships.
Effortlessly manage your new client onboarding process with this powerful automation between Redtail CRM and Xplor Studio. Whenever a new activity is created in Redtail CRM, this workflow will automatically add a member in Xplor Studio, streamlining your workflow and ensuring a seamless transition between the two platforms. With this integration, you can swiftly maintain accurate records while staying organized and focused on building strong client relationships.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Member
Creates a Member in Xplor Studio
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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
