Dakno + Redtail CRM
Create or update contacts in Dakno when new contacts are created in Redtail CRM
Effortlessly maintain your contact information in both Redtail CRM and Dakno by setting up this automation. Whenever a new contact is created in Redtail CRM, this workflow will instantly create or update a corresponding contact in Dakno, ensuring your data remains accurate and updated across both platforms. Save time and avoid manual entry by streamlining your contact management process.
Effortlessly maintain your contact information in both Redtail CRM and Dakno by setting up this automation. Whenever a new contact is created in Redtail CRM, this workflow will instantly create or update a corresponding contact in Dakno, ensuring your data remains accurate and updated across both platforms. Save time and avoid manual entry by streamlining your contact management process.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create/Update Contact
Triggers when a new contact is added.
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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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