Convo + Redtail CRM
Update Convo posts when Redtail CRM contacts are modified
Keep your team informed with this Redtail CRM and Convo workflow. Whenever a contact is updated in Redtail CRM, a new post will be created in Convo to share the latest information with your team. This automated process ensures everyone stays up-to-date without any manual effort, making it easy to collaborate and stay organized.
Keep your team informed with this Redtail CRM and Convo workflow. Whenever a contact is updated in Redtail CRM, a new post will be created in Convo to share the latest information with your team. This automated process ensures everyone stays up-to-date without any manual effort, making it easy to collaborate and stay organized.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Create Post
Creates a new post in Convo.
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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
