ChartMogul + Redtail CRM
Update ChartMogul customers with custom attributes when Redtail CRM contacts are updated
Keep your customer data up-to-date across platforms with this efficient workflow. When you update a contact in Redtail CRM, it will automatically add custom attributes to the corresponding customer in ChartMogul using their External ID. This seamless integration ensures accurate and consistent information, saving you valuable time and effort.
Keep your customer data up-to-date across platforms with this efficient workflow. When you update a contact in Redtail CRM, it will automatically add custom attributes to the corresponding customer in ChartMogul using their External ID. This seamless integration ensures accurate and consistent information, saving you valuable time and effort.
- When this happens...Contact Updated
Triggers when an existing contact is updated 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.
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
