Redtail CRM + SendJim
Create SendJim contacts from new Redtail CRM activities
Effortlessly streamline your customer engagement process with this automation that connects Redtail CRM and SendJim. Whenever a new activity is created in Redtail CRM, a contact will be automatically added to SendJim, ensuring your marketing and outreach efforts are well-organized and up-to-date. Save time and focus on building strong relationships with your clients by letting this workflow handle the backend work for you.
Effortlessly streamline your customer engagement process with this automation that connects Redtail CRM and SendJim. Whenever a new activity is created in Redtail CRM, a contact will be automatically added to SendJim, ensuring your marketing and outreach efforts are well-organized and up-to-date. Save time and focus on building strong relationships with your clients by letting this workflow handle the backend work for you.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Contact
Create a contact in SendJim
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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
