ChartMogul + Redtail CRM
Create ChartMogul customers with custom attributes for new Redtail CRM contacts
Easily keep your customer data up-to-date between Redtail CRM and ChartMogul with this seamless workflow. When a new contact is created in Redtail CRM, it will automatically update ChartMogul's customer attributes via their external ID. This saves you time, reduces manual data entry errors, and ensures your customer records are always accurate and consistent across both platforms.
Easily keep your customer data up-to-date between Redtail CRM and ChartMogul with this seamless workflow. When a new contact is created in Redtail CRM, it will automatically update ChartMogul's customer attributes via their external ID. This saves you time, reduces manual data entry errors, and ensures your customer records are always accurate and consistent across both platforms.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Add a Custom Attribute to a Customer via External ID
Adds a custom attribute to the customer in ChartMogul that have the given external ID
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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
