Circle + Redtail CRM
Create Circle members when new Redtail CRM activities are added
Stay on top of your contacts' activities in real-time with this handy workflow. When a new activity is created in Redtail CRM, this automation will add the corresponding contact as a member to a designated group within your Circle community. Keep your team informed and streamline communication by effortlessly connecting your CRM and community platform.
Stay on top of your contacts' activities in real-time with this handy workflow. When a new activity is created in Redtail CRM, this automation will add the corresponding contact as a member to a designated group within your Circle community. Keep your team informed and streamline communication by effortlessly connecting your CRM and community platform.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Add Member to Space Group
Add a new member to a space group and all its spaces.
- Free forever for core features
- 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
