Cloze + Redtail CRM
Update Cloze todos when Redtail CRM contacts are modified
Keep your contacts updated and organized with this seamless workflow between Redtail CRM and Cloze. When a contact is modified in Redtail CRM, this automation will ensure that the contact information is updated in Cloze, allowing you to focus on vital tasks and reminders without the need for manual data entry. Boost your efficiency and enhance your customer relationships by maintaining up-to-date contact information in both platforms.
Keep your contacts updated and organized with this seamless workflow between Redtail CRM and Cloze. When a contact is modified in Redtail CRM, this automation will ensure that the contact information is updated in Cloze, allowing you to focus on vital tasks and reminders without the need for manual data entry. Boost your efficiency and enhance your customer relationships by maintaining up-to-date contact information in both platforms.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Create ToDo
Creates a new ToDo.
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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
