AgentMethods + Redtail CRM
Add new Redtail contacts to AgentMethods
Make it easy to keep your insurance customer list in Redtail up-to-date with your marketing campaigns in AgentMethods. This integration adds an AgentMethods contact when you save a new customer in Redtail, making it easy for you to keep everything up-to-date.
Make it easy to keep your insurance customer list in Redtail up-to-date with your marketing campaigns in AgentMethods. This integration adds an AgentMethods contact when you save a new customer in Redtail, making it easy for you to keep everything up-to-date.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Contact
Creates a new Contact in AgentMethods.
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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
