Offri + Redtail CRM
Create new Offri contacts when Redtail CRM contacts are created
Effortlessly maintain up-to-date contact lists in both Redtail CRM and Offri with this seamless workflow. When a new contact is created in Redtail CRM, this automation instantly adds them as a contact in Offri, ensuring your records are always consistent. Eliminate the need for manual data entry and focus on what matters most – growing your business and building relationships with your clients.
Effortlessly maintain up-to-date contact lists in both Redtail CRM and Offri with this seamless workflow. When a new contact is created in Redtail CRM, this automation instantly adds them as a contact in Offri, ensuring your records are always consistent. Eliminate the need for manual data entry and focus on what matters most – growing your business and building relationships with your clients.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Contact
Creates a contact.
- 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
