pulseM + Redtail CRM
Create pulsechecks in pulseM when new activities are added in Redtail CRM
Stay on top of your clients' progress by triggering a pulseCheck in the pulseM app whenever an activity is created in Redtail CRM. This workflow allows you to efficiently monitor and manage customer interactions, ensuring timely follow-ups and streamlined communication. Use this seamless automation to effortlessly maintain your client relations and enhance overall customer satisfaction.
Stay on top of your clients' progress by triggering a pulseCheck in the pulseM app whenever an activity is created in Redtail CRM. This workflow allows you to efficiently monitor and manage customer interactions, ensuring timely follow-ups and streamlined communication. Use this seamless automation to effortlessly maintain your client relations and enhance overall customer satisfaction.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Send pulseCheck
Send a pulseM pulseCheck to your customer.
- 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
