Create and update contacts in Follow Up Boss when new contacts are added in Redtail CRM
Effortlessly maintain an updated sales pipeline with this seamless workflow. When a new contact is created in Redtail CRM, their stage is instantly updated in Follow Up Boss. This automation simplifies your processes, ensuring that your team remains informed about each contact's progress and can focus on providing exceptional customer service.
Effortlessly maintain an updated sales pipeline with this seamless workflow. When a new contact is created in Redtail CRM, their stage is instantly updated in Follow Up Boss. This automation simplifies your processes, ensuring that your team remains informed about each contact's progress and can focus on providing exceptional customer service.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Change Stage of a Contact
Changes the stage of an existing 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