Posh + Redtail CRM
Create Redtail CRM activities for new Posh messages
Effortlessly manage your client communications and activities with this seamless workflow between Posh and Redtail CRM apps. When a new message is received in Posh, an activity will be created in Redtail CRM, ensuring you stay connected and organized with your clients at all times. Streamline your client management process with this efficient and easy-to-use solution.
Effortlessly manage your client communications and activities with this seamless workflow between Posh and Redtail CRM apps. When a new message is received in Posh, an activity will be created in Redtail CRM, ensuring you stay connected and organized with your clients at all times. Streamline your client management process with this efficient and easy-to-use solution.
- When this happens...Message
Triggers when agent takes a message on behalf of you.
- automatically do this!Create Activity
Creates a new activity in your database.
- Free forever for core features
- 14 day trial for premium features & apps
