Circle + Redtail CRM
Create comments in Circle when new contacts are added in Redtail CRM
Effortlessly keep your team in the loop with this workflow that connects Redtail CRM and Circle. Whenever a new contact is created in Redtail CRM, a comment will be posted in Circle, ensuring your team members are up-to-date on the latest contacts. This seamless automation streamlines communication, saving you time and boosting productivity.
Effortlessly keep your team in the loop with this workflow that connects Redtail CRM and Circle. Whenever a new contact is created in Redtail CRM, a comment will be posted in Circle, ensuring your team members are up-to-date on the latest contacts. This seamless automation streamlines communication, saving you time and boosting productivity.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Comment
Create a new comment.
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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
