Act-On + Redtail CRM
Create or update Act-On contacts when new Redtail CRM contacts are added
Efficiently manage your contacts by merging Redtail CRM and Act-On with this seamless workflow. When a new contact is created in Redtail CRM, it will update or create a contact with the same email address in Act-On. This automation helps you keep both systems up-to-date and ensures your marketing efforts reach the right audience.
Efficiently manage your contacts by merging Redtail CRM and Act-On with this seamless workflow. When a new contact is created in Redtail CRM, it will update or create a contact with the same email address in Act-On. This automation helps you keep both systems up-to-date and ensures your marketing efforts reach the right audience.
- When this happens...Contact Created
Triggers when a new contact 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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