Accelo + Redtail CRM
Create and update contacts in Accelo from new Redtail CRM contacts
Effortlessly keep your contacts up to date between Redtail CRM and Accelo with this seamless workflow. Whenever a new contact is created in Redtail CRM, this automation will create or update the corresponding contact in Accelo, ensuring your contacts stay synchronized and organized across both platforms. No more manual data entry or duplicate entries – just a smooth, efficient contact management process.
Effortlessly keep your contacts up to date between Redtail CRM and Accelo with this seamless workflow. Whenever a new contact is created in Redtail CRM, this automation will create or update the corresponding contact in Accelo, ensuring your contacts stay synchronized and organized across both platforms. No more manual data entry or duplicate entries – just a smooth, efficient contact management process.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create/Update Contact
Creates a new contact or updates a contact if it already exists.
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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.
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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.
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