Clay + Redtail CRM
Create and update Clay records when new Redtail CRM contacts are added
Keep your contact records up to date with this seamless workflow connecting Redtail CRM and Clay. Whenever a new contact is created in Redtail CRM, this automation swiftly updates the corresponding record in a Clay table. Say goodbye to manual data entry and enjoy consistent contact information across both platforms, enhancing overall efficiency.
Keep your contact records up to date with this seamless workflow connecting Redtail CRM and Clay. Whenever a new contact is created in Redtail CRM, this automation swiftly updates the corresponding record in a Clay table. Say goodbye to manual data entry and enjoy consistent contact information across both platforms, enhancing overall efficiency.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Update Record in Table
Updates a record in a table.
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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.
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