iubenda + Redtail CRM
Create iubenda consents for new Redtail CRM activities
Effortlessly streamline your consent management process by connecting Redtail CRM and iubenda. With this workflow, every time a new activity is created in Redtail CRM, a corresponding consent record will be generated in iubenda, ensuring seamless documentation and organization. Save time and enhance compliance with this efficient integration.
Effortlessly streamline your consent management process by connecting Redtail CRM and iubenda. With this workflow, every time a new activity is created in Redtail CRM, a corresponding consent record will be generated in iubenda, ensuring seamless documentation and organization. Save time and enhance compliance with this efficient integration.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create a New Consent
This action will create a new consent in the iubenda Consent Solution. The new consent automatically creates a new subject, available in the relative section of the dashboard. Each consent action contains all the information necessary to uniquely identify that specific consent, the subject who performed it, the preferences expressed with that consent, the legal notices the user has accepted, the proof (e.g. the form the user was presented with). If you're trying to edit the preferences of an existing subject, use the "Update a subject" action instead.
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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
