Redtail CRM + TouchBasePro
Create TouchBasePro subscribers from new Redtail CRM contacts
Easily connect your Redtail CRM and TouchBasePro apps with this efficient workflow. Whenever a new contact is created in Redtail CRM, they'll be automatically added as a subscriber in TouchBasePro. This seamless integration ensures that your client database stays current and helps you maintain consistent communication with all your contacts.
Easily connect your Redtail CRM and TouchBasePro apps with this efficient workflow. Whenever a new contact is created in Redtail CRM, they'll be automatically added as a subscriber in TouchBasePro. This seamless integration ensures that your client database stays current and helps you maintain consistent communication with all your contacts.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Add Subscriber
Adds new email subscriber to selected list.
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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
