Content Snare + Redtail CRM

Create Content Snare requests from new Redtail CRM activities

Effortlessly keep track of new activities in Redtail CRM and ensure timely content requests with this seamless workflow. When an activity is created in Redtail CRM, a corresponding request will be generated in Content Snare, streamlining your process and boosting efficiency. Stay organized and save time by connecting your favorite CRM and content gathering tools.

Effortlessly keep track of new activities in Redtail CRM and ensure timely content requests with this seamless workflow. When an activity is created in Redtail CRM, a corresponding request will be generated in Content Snare, streamlining your process and boosting efficiency. Stay organized and save time by connecting your favorite CRM and content gathering tools.

  1. When this happens...
    Redtail CRMRedtail CRM
    Activity Created

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    Content SnareContent Snare
    Create Request

    Creates a new request.

    ActionWrite
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Supported triggers and actions

content-snare logo
content-snare logo

About Content Snare

Content Snare is a tool that helps collect content and files from clients on time without email
Learn more

Related categories

  • Forms & Surveys

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redtailcrm logo
redtailcrm logo

About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier