ConnectWise Manage + Redtail CRM
Update ConnectWise Manage contacts when Redtail CRM contacts are updated
Keep your contact information consistently updated across Redtail CRM and ConnectWise Manage with this seamless workflow. When a contact is modified in Redtail CRM, this automation promptly updates the corresponding contact in ConnectWise Manage, ensuring accurate data in both platforms. Save valuable time and maintain precise customer information without needing to manually update each system individually.
Keep your contact information consistently updated across Redtail CRM and ConnectWise Manage with this seamless workflow. When a contact is modified in Redtail CRM, this automation promptly updates the corresponding contact in ConnectWise Manage, ensuring accurate data in both platforms. Save valuable time and maintain precise customer information without needing to manually update each system individually.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Create Contact
Creates a new 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
