Send Quickpages for new Redtail CRM activities
Stay on top of your CRM activities and ensure timely follow-ups with this seamless workflow. When a new activity is created in Redtail CRM, this automation sends a Quickpage to your contacts, saving you time and improving your client engagement. Efficiently manage your tasks and keep your customers informed with this robust solution.
Stay on top of your CRM activities and ensure timely follow-ups with this seamless workflow. When a new activity is created in Redtail CRM, this automation sends a Quickpage to your contacts, saving you time and improving your client engagement. Efficiently manage your tasks and keep your customers informed with this robust solution.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Send Quickpage
Sends a Quickpage. If contact details don't exist inside your Quickpage account a new contact will be created with the details.
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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