Flexmail + Redtail CRM
Update Flexmail contacts when Redtail CRM contacts are updated
Keep your Redtail CRM and Flexmail contacts seamlessly up-to-date with this workflow. When a contact is updated in Redtail CRM, this automation will create or update the corresponding contact in your Flexmail account. Save time and ensure accurate contact information across both platforms without any manual effort.
Keep your Redtail CRM and Flexmail contacts seamlessly up-to-date with this workflow. When a contact is updated in Redtail CRM, this automation will create or update the corresponding contact in your Flexmail account. Save time and ensure accurate contact information across both platforms without any manual effort.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Create or Update Contact
Creates or updates a 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
