Connect YourGPT and Redtail CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Message Received
User Message Sent
Choose an Action
Automatically do this!
- Request a new Action for Redtail CRM
Enable Integrations or automations with these events of YourGPT and Redtail CRM
Enable Integrations or automations with these events of YourGPT and Redtail CRM
Triggers
Message Received
Triggers when a new message is received in your YourGPT chatbot session.
User Message Sent
Triggers when a user sends a message to the YourGPT chatbot in an active session.
Actions
Send Message
To send a new message.
Create New Session
To create a new Session
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Frequently Asked Questions
To start, connect both your YourGPT and Redtail CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in YourGPT triggers actions in Redtail CRM (or vice versa).
Absolutely. You can customize how YourGPT data is recorded in Redtail CRM. This includes choosing which data fields go into which fields of Redtail CRM, setting up custom formats, and filtering out unwanted information.
The data sync between YourGPT and Redtail CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between YourGPT and Redtail CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About YourGPT
YourGPT is an advanced AI tool designed to assist users in generating human-like text based on the input provided. It leverages state-of-the-art machine learning models to understand and produce text that is coherent and contextually relevant, making it ideal for content creation, customer support, and more.
Learn MoreAbout Redtail CRM
Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.
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