Agentcis + Redtail CRM
Create new Agentcis contacts from Redtail CRM activities
Efficiently manage your customer relationships with this workflow between Redtail CRM and Agentcis. When a new activity is created in Redtail CRM, this automation adds a contact to Agentcis, streamlining your client management process. Ensure you never miss out on important leads and maintain an organized contact list, ultimately enhancing your overall productivity.
Efficiently manage your customer relationships with this workflow between Redtail CRM and Agentcis. When a new activity is created in Redtail CRM, this automation adds a contact to Agentcis, streamlining your client management process. Ensure you never miss out on important leads and maintain an organized contact list, ultimately enhancing your overall productivity.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Add Contact
Add a new contact.
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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
