Follow Up Boss + Redtail CRM
Log calls in Follow Up Boss when contacts are updated in Redtail CRM
Keep your Follow Up Boss call logs up-to-date with this handy workflow. When a contact is updated in Redtail CRM, this automation will log a call in Follow Up Boss, ensuring your records are always current and accurate. Spend less time on manual updates and focus on building relationships with your contacts.
Keep your Follow Up Boss call logs up-to-date with this handy workflow. When a contact is updated in Redtail CRM, this automation will log a call in Follow Up Boss, ensuring your records are always current and accurate. Spend less time on manual updates and focus on building relationships with your contacts.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Log Call
Logs a call on 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
