Create new contacts in Redtail CRM from new form engagements completed in PreciseFP
When a new form engagement is completed in PreciseFP, this workflow will create a new contact in Redtail CRM. Streamline your customer management process and save time manually entering data. This seamless automation ensures that every engagement is promptly stored in your CRM, keeping all your contact information up-to-date and in one place.
When a new form engagement is completed in PreciseFP, this workflow will create a new contact in Redtail CRM. Streamline your customer management process and save time manually entering data. This seamless automation ensures that every engagement is promptly stored in your CRM, keeping all your contact information up-to-date and in one place.
- When this happens...New Form Engagement Completed
Triggers when a client or prospect completes an form engagement.
- automatically do this!Create Contact
Creates a new contact in your database.
- Free forever for core features
- 14 day trial for premium features & apps