AlterEstate + Redtail CRM
Create new AlterEstate deals for newly created Redtail CRM contacts
Create new deals in AlterEstate as soon as a contact is added in Redtail CRM with this efficient workflow. This automation streamlines the process of maintaining up-to-date real estate deals in AlterEstate using the latest client information from Redtail CRM. Stay organized and save time by simplifying this crucial task.
Create new deals in AlterEstate as soon as a contact is added in Redtail CRM with this efficient workflow. This automation streamlines the process of maintaining up-to-date real estate deals in AlterEstate using the latest client information from Redtail CRM. Stay organized and save time by simplifying this crucial task.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!New Deal
Creates a Contact and a Deal inside your company.
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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
