Exact Online Bouw + Redtail CRM
Create new contacts in Exact Online Bouw for each contact created in Redtail CRM
Effortlessly maintain your contact list in both Redtail CRM and Exact Online Bouw with this handy automation. When a new contact is created in Redtail CRM, this workflow will instantly add that contact to Exact Online Bouw, ensuring a seamless and consistent flow of information between your CRM and project management tool. Focus on what's important - building strong relationships with your contacts - and let this integration handle the rest.
Effortlessly maintain your contact list in both Redtail CRM and Exact Online Bouw with this handy automation. When a new contact is created in Redtail CRM, this workflow will instantly add that contact to Exact Online Bouw, ensuring a seamless and consistent flow of information between your CRM and project management tool. Focus on what's important - building strong relationships with your contacts - and let this integration handle the rest.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Contact
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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
