Redtail CRM + Rise
Create Rise invitations for new Redtail CRM contacts
Effortlessly streamline your contact management process by connecting Redtail CRM and Rise. With this automation, every time you create a new contact in Redtail CRM, an invitation will be sent to them via the Rise app. Save time and ensure your new contacts are immediately engaged with your content and courses offered through Rise.
Effortlessly streamline your contact management process by connecting Redtail CRM and Rise. With this automation, every time you create a new contact in Redtail CRM, an invitation will be sent to them via the Rise app. Save time and ensure your new contacts are immediately engaged with your content and courses offered through Rise.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Invitation
Invite a new user to Rise.
- 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
