Create proposals in Better Proposals for new contacts in Redtail CRM
Efficiently manage your client onboarding process with this seamless workflow between Redtail CRM and Better Proposals. When a new contact is created in Redtail CRM, a proposal will be generated in Better Proposals, ensuring swift communication and proposal delivery for a smoother client experience. Simplify your sales process and save time with this automated solution.
Efficiently manage your client onboarding process with this seamless workflow between Redtail CRM and Better Proposals. When a new contact is created in Redtail CRM, a proposal will be generated in Better Proposals, ensuring swift communication and proposal delivery for a smoother client experience. Simplify your sales process and save time with this automated solution.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create a Proposal
Creates a new proposal.
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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