ConnectWise Manage + Redtail CRM
Update companies in ConnectWise Manage when contacts are updated in Redtail CRM
Keep your Redtail CRM and ConnectWise Manage records consistent and up-to-date with this seamless workflow. Whenever a contact is updated in Redtail CRM, it will automatically update the corresponding company information in ConnectWise Manage, ensuring accurate and organized client data. Save time and focus on nurturing strong client relationships with this efficient automation.
Keep your Redtail CRM and ConnectWise Manage records consistent and up-to-date with this seamless workflow. Whenever a contact is updated in Redtail CRM, it will automatically update the corresponding company information in ConnectWise Manage, ensuring accurate and organized client data. Save time and focus on nurturing strong client relationships with this efficient automation.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Create Company
Creates a new company.
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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
