Dovetail + Redtail CRM
Create notes in Dovetail for new Redtail CRM contacts
Easily keep track of new contacts in your Redtail CRM by creating notes in Dovetail. With this workflow, whenever a new contact is added in Redtail CRM, a note will be created in Dovetail, ensuring all important information is accessible in one place. Streamline your data management and never miss important updates with this seamless integration.
Easily keep track of new contacts in your Redtail CRM by creating notes in Dovetail. With this workflow, whenever a new contact is added in Redtail CRM, a note will be created in Dovetail, ensuring all important information is accessible in one place. Streamline your data management and never miss important updates with this seamless integration.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
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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
