Customer.io + Redtail CRM
Create or update Customer.io people when new activities are created in Redtail CRM
Effortlessly keep your Redtail CRM activities and Customer.io contacts in sync with this seamless workflow. When a new activity is created in Redtail CRM, this automation will create or update a person in Customer.io, ensuring your contact information is always up to date. Say goodbye to manual data entry and focus on building stronger customer relationships.
Effortlessly keep your Redtail CRM activities and Customer.io contacts in sync with this seamless workflow. When a new activity is created in Redtail CRM, this automation will create or update a person in Customer.io, ensuring your contact information is always up to date. Say goodbye to manual data entry and focus on building stronger customer relationships.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create or Update a Person
Creates a new person. If the person already exists, it will be updated.
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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
