BannerSeason + Redtail CRM
Create or update BannerSeason contacts when new Redtail CRM activities are created
Streamline your contact management process between Redtail CRM and BannerSeason with this efficient workflow. Whenever a new activity is created in Redtail CRM, the contact information is instantly updated or added in BannerSeason. This automation saves you valuable time and ensures that your contact data remains consistent across both platforms.
Streamline your contact management process between Redtail CRM and BannerSeason with this efficient workflow. Whenever a new activity is created in Redtail CRM, the contact information is instantly updated or added in BannerSeason. This automation saves you valuable time and ensures that your contact data remains consistent across both platforms.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create or Update Contact
Adds a new contact or updates an existing one in your BannerSeason contact list.
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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.
Try It
