ActiveTrail + Redtail CRM
Create and add new Redtail CRM contacts to a group in ActiveTrail
Effortlessly keep your contact lists up-to-date with this Redtail CRM and ActiveTrail workflow. Whenever a new contact is created in Redtail CRM, they will be instantly added to a specified group in ActiveTrail. This seamless integration helps you maintain organized and current contact lists, ensuring effective communication with your customers.
Effortlessly keep your contact lists up-to-date with this Redtail CRM and ActiveTrail workflow. Whenever a new contact is created in Redtail CRM, they will be instantly added to a specified group in ActiveTrail. This seamless integration helps you maintain organized and current contact lists, ensuring effective communication with your customers.
- When this happens...Contact Created
Triggers when a new contact 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).
- 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
