Follow Up Boss + Redtail CRM
Create or update Follow Up Boss contacts when new Redtail CRM activities are created
Effortlessly maintain your contact list with this seamless workflow. When a new activity is created in Redtail CRM, this automation will create or update the contact in Follow Up Boss without triggering any action plans. Keep your contacts up to date while saving time and improving organization.
Effortlessly maintain your contact list with this seamless workflow. When a new activity is created in Redtail CRM, this automation will create or update the contact in Follow Up Boss without triggering any action plans. Keep your contacts up to date while saving time and improving organization.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create or Update Contact Without Triggering Action Plans
Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
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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.
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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
