Clio + Redtail CRM
Update Clio company contacts when Redtail CRM contacts are updated
Keep your Redtail CRM and Clio contacts up-to-date with this seamless workflow. Whenever a contact is updated in Redtail CRM, this automation ensures the corresponding company contact in Clio is also updated, saving you time and effort in managing your contacts. Maintain consistent and accurate contact information across both platforms effortlessly.
Keep your Redtail CRM and Clio contacts up-to-date with this seamless workflow. Whenever a contact is updated in Redtail CRM, this automation ensures the corresponding company contact in Clio is also updated, saving you time and effort in managing your contacts. Maintain consistent and accurate contact information across both platforms effortlessly.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Update Company Contact
Updates an existing company 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.
Try It
