AgencyBloc + Redtail CRM
Create AgencyBloc individuals from new Redtail CRM contacts
Effortlessly keep your contact information organized and up-to-date between Redtail CRM and AgencyBloc. With this workflow, whenever a new contact is created in Redtail CRM, their details will be immediately added as an individual in AgencyBloc. Save time and streamline your data management process, ensuring consistency across your platforms.
Effortlessly keep your contact information organized and up-to-date between Redtail CRM and AgencyBloc. With this workflow, whenever a new contact is created in Redtail CRM, their details will be immediately added as an individual in AgencyBloc. Save time and streamline your data management process, ensuring consistency across your platforms.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Individual
Creates an Individual in AgencyBloc.
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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.
Try It
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.
Try It
