CosmoLex + Redtail CRM
Create CosmoLex contacts from newly created Redtail CRM contacts
Effortlessly keep your client information up to date with this Redtail CRM to CosmoLex workflow. Whenever a new contact is created in Redtail CRM, it will also create a corresponding contact in CosmoLex. That way, you can save time and ensure both platforms always have the same information at hand.
Effortlessly keep your client information up to date with this Redtail CRM to CosmoLex workflow. Whenever a new contact is created in Redtail CRM, it will also create a corresponding contact in CosmoLex. That way, you can save time and ensure both platforms always have the same information at hand.
- When this happens...Contact Created
Triggers when a new contact is created 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.
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
