Fieldnotes + Redtail CRM
Update Fieldnotes contacts when Redtail CRM contacts are updated
Keep your Redtail CRM and Fieldnotes contacts up to date with this seamless workflow. Whenever a contact is updated in Redtail CRM, the automation will create or update a corresponding contact in the Fieldnotes app. This ensures all your contact information remains consistent and organized across both platforms.
Keep your Redtail CRM and Fieldnotes contacts up to date with this seamless workflow. Whenever a contact is updated in Redtail CRM, the automation will create or update a corresponding contact in the Fieldnotes app. This ensures all your contact information remains consistent and organized across both platforms.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Update or Add Contact
Update if the contact exists, if not, add as a new contact. (Uses First Name and Last Name to identify the 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
