Bind ERP + Redtail CRM
Create new Bind ERP prospects from newly created Redtail CRM contacts
Easily streamline your data management process with this Redtail CRM to Bind ERP workflow. When a new contact is created in Redtail CRM, a prospect will be generated in Bind ERP, saving you time on manual data entry and ensuring you can focus on nurturing leads. Stay organized and efficiently manage your contacts with this automation.
Easily streamline your data management process with this Redtail CRM to Bind ERP workflow. When a new contact is created in Redtail CRM, a prospect will be generated in Bind ERP, saving you time on manual data entry and ensuring you can focus on nurturing leads. Stay organized and efficiently manage your contacts with this automation.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Prospect
Creates a new prospect.
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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
