Create Dovetail notes for updated Redtail CRM contacts
Keep your Dovetail notes up to date with this efficient workflow. Whenever a contact is updated in Redtail CRM, a new note will be created in Dovetail, ensuring that important information is always readily available. Stay organized and save time by streamlining your contact management process with this seamless integration.
Keep your Dovetail notes up to date with this efficient workflow. Whenever a contact is updated in Redtail CRM, a new note will be created in Dovetail, ensuring that important information is always readily available. Stay organized and save time by streamlining your contact management process with this seamless integration.
- When this happens...Contact Updated
Triggers when an existing contact is updated 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