Act-On + Redtail CRM
Create or update Act-On contacts when new activities are added in Redtail CRM
Effortlessly manage your contacts between Redtail CRM and Act-On with this seamless workflow. When a new activity is created in Redtail CRM, the contact associated with the activity will be updated or created in Act-On by searching for their email address. Stay organized and streamline your marketing efforts with this efficient automation.
Effortlessly manage your contacts between Redtail CRM and Act-On with this seamless workflow. When a new activity is created in Redtail CRM, the contact associated with the activity will be updated or created in Act-On by searching for their email address. Stay organized and streamline your marketing efforts with this efficient automation.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Update or Create Contact (By Email Address)
Updates an existing contact or creates one if not found in a target list. A contact is identified by their email address.
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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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