GigaBook + Redtail CRM
Create new GigaBook clients from newly created Redtail CRM contacts
Easily manage your leads with this Redtail CRM to GigaBook automation. Whenever a new contact is created in Redtail CRM, this workflow will create a client in GigaBook, streamlining your client onboarding process and saving you time. Keep your contact and client database up-to-date and organized without manual effort.
Easily manage your leads with this Redtail CRM to GigaBook automation. Whenever a new contact is created in Redtail CRM, this workflow will create a client in GigaBook, streamlining your client onboarding process and saving you time. Keep your contact and client database up-to-date and organized without manual effort.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Client
Creates a new client.
- 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
