KonnektiveCRM + Redtail CRM

Create partial orders in KonnektiveCRM for new Redtail CRM activities

Effortlessly manage your sales process by connecting Redtail CRM and KonnektiveCRM. With this workflow, whenever a new activity is created in Redtail CRM, a partial order will be generated in KonnektiveCRM. This seamless integration enhances your sales management and ensures quick updates for better tracking and customer service.

Effortlessly manage your sales process by connecting Redtail CRM and KonnektiveCRM. With this workflow, whenever a new activity is created in Redtail CRM, a partial order will be generated in KonnektiveCRM. This seamless integration enhances your sales management and ensures quick updates for better tracking and customer service.

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

    Triggers when a new activity is created in your database.

    TriggerInstant
  2. automatically do this!
    KonnektiveCRMKonnektiveCRM
    Create Partial Order

    Creates New Leads.

    ActionWrite
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Supported triggers and actions

konnektivecrm logo
konnektivecrm logo

About KonnektiveCRM

Konnektive CRM is a customer transaction and campaign management platform that helps marketers dominate.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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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