BuyerAssist + Redtail CRM
Create BuyerAssist opportunities from new Redtail CRM contacts
Effortlessly keep track of new contacts and opportunities with this Redtail CRM and BuyerAssist automation. When you create a contact in Redtail CRM, this workflow will simultaneously generate an opportunity in BuyerAssist, enabling you to stay on top of potential sales and nurture leads more effectively. Say goodbye to manual data entry and streamline your sales process with this efficient and time-saving solution.
Effortlessly keep track of new contacts and opportunities with this Redtail CRM and BuyerAssist automation. When you create a contact in Redtail CRM, this workflow will simultaneously generate an opportunity in BuyerAssist, enabling you to stay on top of potential sales and nurture leads more effectively. Say goodbye to manual data entry and streamline your sales process with this efficient and time-saving solution.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Opportunity
Creates a new Opportunity in BuyerAssist
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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
