Circle + Redtail CRM
Create Circle posts for new Redtail CRM contacts
Easily stay engaged with your clients by instantly creating Circle posts whenever a new contact is added in Redtail CRM. This seamless workflow helps you save time and ensures you always have an up-to-date community for your clients. Enhance your customer engagement and relationship management without the need for manual efforts.
Easily stay engaged with your clients by instantly creating Circle posts whenever a new contact is added in Redtail CRM. This seamless workflow helps you save time and ensures you always have an up-to-date community for your clients. Enhance your customer engagement and relationship management without the need for manual efforts.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Post
Creates a new post on a community.
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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
