DropFunnels + Redtail CRM
Create DropFunnels members from new Redtail CRM activity
Effortlessly streamline your client onboarding process with this automation. When a new activity is created in Redtail CRM, a new member will be instantly added to DropFunnels, saving time and eliminating the need for manual data entry. Keep your sales funnel updated and maintain organized records by connecting Redtail CRM and DropFunnels seamlessly.
Effortlessly streamline your client onboarding process with this automation. When a new activity is created in Redtail CRM, a new member will be instantly added to DropFunnels, saving time and eliminating the need for manual data entry. Keep your sales funnel updated and maintain organized records by connecting Redtail CRM and DropFunnels seamlessly.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Member
Creates a new member.
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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
