Contacts.Link + Redtail CRM
Create and update Contacts.Link entries from new Redtail CRM contacts
Easily maintain your contacts between Redtail CRM and Contacts.Link with this seamless workflow. Whenever a new contact is created in Redtail CRM, this automation will create or update a matching contact in Contacts.Link, ensuring your contact information stays up-to-date and organized. Save time and keep your records accurate with this helpful tool.
Easily maintain your contacts between Redtail CRM and Contacts.Link with this seamless workflow. Whenever a new contact is created in Redtail CRM, this automation will create or update a matching contact in Contacts.Link, ensuring your contact information stays up-to-date and organized. Save time and keep your records accurate with this helpful tool.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create/Update Contact
This endpoint uses the same import logic as in the App Data Import Panel.
To create a contact, data set should contain at least the following: - companyName or companyWebsiteURL or companyLIPageURL - contact firstName & lastName or contact fullName Important information - this endpoint works as an update/insert, so it can be used safely with the same contact data - the UID of the contact is returned in any case: the contact exists / was just created - other contact fields can be set as well. All available fields can be found on the Request body tab - > Schema. To ensure uniformity of data, the app searches for existing - Company: using one of the passed company fields. If the company is found in the instance, the contact is assigned to it. Otherwise, a new company will be created. - Contact: using first and last name and company ID. If not found, a new contact is created.
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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.
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