Aloware + Redtail CRM
Create or update Aloware contacts when new Redtail CRM activities are added
Efficiently manage your customer relationships with this Redtail CRM and Aloware automation. When a new activity is created in Redtail CRM, this workflow will seamlessly create or update a contact in Aloware, ensuring your client information stays up-to-date. Save time and improve accuracy by streamlining the process for maintaining your contacts between the two platforms.
Efficiently manage your customer relationships with this Redtail CRM and Aloware automation. When a new activity is created in Redtail CRM, this workflow will seamlessly create or update a contact in Aloware, ensuring your client information stays up-to-date. Save time and improve accuracy by streamlining the process for maintaining your contacts between the two platforms.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create/Update Contact
Creates/Updates a contact on your Aloware account.
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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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