AlterEstate + Redtail CRM
Create new AlterEstate deals from newly created Redtail CRM activities
Create a seamless workflow between Redtail CRM and AlterEstate by automating the process of adding a new deal in AlterEstate when an activity is created in Redtail CRM. This efficient connection saves you time, reduces manual data entry, and ensures consistency across both platforms.
Create a seamless workflow between Redtail CRM and AlterEstate by automating the process of adding a new deal in AlterEstate when an activity is created in Redtail CRM. This efficient connection saves you time, reduces manual data entry, and ensures consistency across both platforms.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!New Deal
Creates a Contact and a Deal inside your company.
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- 14 day trial for premium features & apps
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
