BuzzBoard Ignite + Redtail CRM
Update BuzzBoard Ignite profiles when Redtail CRM contacts are modified
Keep your BuzzBoard Ignite profiles up-to-date with this efficient workflow. Whenever a contact is updated in Redtail CRM, this automation will create a new profile in BuzzBoard Ignite, ensuring that your contact data stays accurate and organized across both platforms. Stay on top of your client relationships and make data-driven decisions with ease.
Keep your BuzzBoard Ignite profiles up-to-date with this efficient workflow. Whenever a contact is updated in Redtail CRM, this automation will create a new profile in BuzzBoard Ignite, ensuring that your contact data stays accurate and organized across both platforms. Stay on top of your client relationships and make data-driven decisions with ease.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Create Profile
Triggered every time a new profile is created in BuzzBoard Insights.
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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
