CloudTalk + Redtail CRM
Create or update CloudTalk contacts from new Redtail CRM activities
Effortlessly keep your contacts up to date with this seamless workflow between Redtail CRM and CloudTalk. When a new activity is created in Redtail CRM, this automation will either create or update the respective contact in CloudTalk, ensuring your contact list remains current and accurate. No more manual data entry or potential mistakes, giving you more time to focus on vital tasks.
Effortlessly keep your contacts up to date with this seamless workflow between Redtail CRM and CloudTalk. When a new activity is created in Redtail CRM, this automation will either create or update the respective contact in CloudTalk, ensuring your contact list remains current and accurate. No more manual data entry or potential mistakes, giving you more time to focus on vital tasks.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create or Update Contact
Creates a new or updates an existing 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
