ChartMogul + Redtail CRM
Update ChartMogul customer tags when Redtail CRM contacts are updated
Keep your ChartMogul customer records updated with this convenient workflow. When a contact is updated in Redtail CRM, it will automatically add tags to the corresponding customer in ChartMogul via email. This seamless process ensures your data remains organized and accurate, streamlining your customer management tasks.
Keep your ChartMogul customer records updated with this convenient workflow. When a contact is updated in Redtail CRM, it will automatically add tags to the corresponding customer in ChartMogul via email. This seamless process ensures your data remains organized and accurate, streamlining your customer management tasks.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Add Tags to a Customer via Email
Adds tags to the customer in ChartMogul that have the given email address
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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
