Create new Birdeye customers from newly created Redtail CRM activities
Effortlessly maintain up-to-date customer data between Redtail CRM and Birdeye with this automation. When a new activity is created in Redtail CRM, a corresponding customer will be added to Birdeye in real-time. This workflow streamlines record-keeping and ensures seamless communication across platforms, saving you both time and effort.
Effortlessly maintain up-to-date customer data between Redtail CRM and Birdeye with this automation. When a new activity is created in Redtail CRM, a corresponding customer will be added to Birdeye in real-time. This workflow streamlines record-keeping and ensures seamless communication across platforms, saving you both time and effort.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Customer
Creates a new customer for a specified business.
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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