Redtail CRM + TouchBasePro
Create TouchBasePro subscribers from new Redtail CRM activities
Effortlessly keep your contact lists up-to-date with this streamlined workflow. Whenever a new activity is created in Redtail CRM, the corresponding contact will be added as a subscriber in TouchBasePro. Say goodbye to manual data entry and focus on building customer relationships with this seamless contact management automation.
Effortlessly keep your contact lists up-to-date with this streamlined workflow. Whenever a new activity is created in Redtail CRM, the corresponding contact will be added as a subscriber in TouchBasePro. Say goodbye to manual data entry and focus on building customer relationships with this seamless contact management automation.
- When this happens...Activity Created
Triggers when a new activity 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
