Clio + Redtail CRM
Create new Redtail CRM contacts and update person contacts in Clio
Easily keep your Redtail CRM and Clio contact information up to date with this efficient workflow. When a new contact is created in Redtail CRM, this automation will instantly update the corresponding person's contact details in Clio, ensuring seamless connections between both platforms. Spend less time manually updating contacts and focus on more important tasks.
Easily keep your Redtail CRM and Clio contact information up to date with this efficient workflow. When a new contact is created in Redtail CRM, this automation will instantly update the corresponding person's contact details in Clio, ensuring seamless connections between both platforms. Spend less time manually updating contacts and focus on more important tasks.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Update Person Contact
Updates an existing person contact.
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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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