Content Snare + Redtail CRM
Create new Content Snare clients from Redtail CRM activities
Effortlessly keep your client data organized with this efficient workflow between Redtail CRM and Content Snare. Whenever a new activity is created in Redtail CRM, the automation will transfer the necessary information to Content Snare, creating a client in the process. No more manual data entry or worrying about inconsistent details – maintain streamlined communication and categorization for your valuable clients.
Effortlessly keep your client data organized with this efficient workflow between Redtail CRM and Content Snare. Whenever a new activity is created in Redtail CRM, the automation will transfer the necessary information to Content Snare, creating a client in the process. No more manual data entry or worrying about inconsistent details – maintain streamlined communication and categorization for your valuable clients.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Client
Creates a new client.
- 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
