DoorLoop + Redtail CRM
Create DoorLoop prospects from new Redtail CRM contacts
Effortlessly streamline your client management process with this Redtail CRM to DoorLoop workflow. When a new contact is created in Redtail CRM, this automation will instantly add them as a prospect in DoorLoop. Save time and reduce manual data entry, ensuring that your prospects are always up-to-date across both platforms.
Effortlessly streamline your client management process with this Redtail CRM to DoorLoop workflow. When a new contact is created in Redtail CRM, this automation will instantly add them as a prospect in DoorLoop. Save time and reduce manual data entry, ensuring that your prospects are always up-to-date across both platforms.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Prospect
Creates a Prospect
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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
