Circle + Redtail CRM
Create Circle members from new Redtail CRM contacts
Effortlessly connect your Redtail CRM contacts with your Circle community using this seamless workflow. When a new contact is created in Redtail CRM, this automation will instantly add them as a member to a designated space in your Circle app. Simplify your community management process while keeping your contacts engaged and connected.
Effortlessly connect your Redtail CRM contacts with your Circle community using this seamless workflow. When a new contact is created in Redtail CRM, this automation will instantly add them as a member to a designated space in your Circle app. Simplify your community management process while keeping your contacts engaged and connected.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Add Member to Space
Add a member to a space.
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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
