Dasheroo + Redtail CRM
Update Dasheroo data when Redtail CRM contacts change
Keep your Dasheroo dashboard up to date with the latest Redtail CRM contact updates. With this workflow, every time a contact is updated in Redtail CRM, the data will be sent to Dasheroo to ensure your analytics are always current. Maintain an accurate dashboard and make informed decisions for your business without any manual intervention.
Keep your Dasheroo dashboard up to date with the latest Redtail CRM contact updates. With this workflow, every time a contact is updated in Redtail CRM, the data will be sent to Dasheroo to ensure your analytics are always current. Maintain an accurate dashboard and make informed decisions for your business without any manual intervention.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Send Data to Dasheroo
Creates a line or area chart from the data sent to Dasheroo.
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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
