bexio + Redtail CRM
Create new bexio companies when Redtail CRM contacts are created
Effortlessly keep your contact and company information up-to-date with this Redtail CRM to bexio workflow. When a new contact is created in Redtail CRM, this automation creates a corresponding company in bexio, ensuring your data stays consistent and organized across both platforms. Save time and eliminate manual entry while maintaining accurate records for easy access and management.
Effortlessly keep your contact and company information up-to-date with this Redtail CRM to bexio workflow. When a new contact is created in Redtail CRM, this automation creates a corresponding company in bexio, ensuring your data stays consistent and organized across both platforms. Save time and eliminate manual entry while maintaining accurate records for easy access and management.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Company
Create a new company.
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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
