Crelate + Redtail CRM
Update Crelate jobs when Redtail CRM contacts change
Maintain up-to-date contact information across your CRM tools with this Redtail CRM to Crelate automation. When a contact is updated in Redtail CRM, the corresponding contact in Crelate will also be updated, ensuring consistent data management for your team. This workflow streamlines manual data entry, reducing the potential for errors and saving time.
Maintain up-to-date contact information across your CRM tools with this Redtail CRM to Crelate automation. When a contact is updated in Redtail CRM, the corresponding contact in Crelate will also be updated, ensuring consistent data management for your team. This workflow streamlines manual data entry, reducing the potential for errors and saving time.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Create Job
Creates a new job.
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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
