ActiveTrail + Redtail CRM
Create contacts in ActiveTrail groups from new Redtail CRM activities
Effortlessly stay connected to your contacts with this Redtail CRM to ActiveTrail automation. Once an activity is created in Redtail CRM, this workflow will add the associated contact to a specified group in ActiveTrail, ensuring you can easily keep track of client communications and group members. Streamline your contact management process and enhance your marketing efforts with this efficient and timesaving integration.
Effortlessly stay connected to your contacts with this Redtail CRM to ActiveTrail automation. Once an activity is created in Redtail CRM, this workflow will add the associated contact to a specified group in ActiveTrail, ensuring you can easily keep track of client communications and group members. Streamline your contact management process and enhance your marketing efforts with this efficient and timesaving integration.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Add Contact to Group
Add a new or an existing contact to a specific group (The new contact will be created if not already exists).
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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
