Add new Redtail CRM contacts as collaborators in Follow Up Boss
Create seamless collaboration between Redtail CRM and Follow Up Boss with this workflow. When a new contact is added in Redtail CRM, this automation adds collaborators to the contact in Follow Up Boss, ensuring your team stays on the same page and streamlines communication. Enhance your team's efficiency and never miss a potential collaboration opportunity again.
Create seamless collaboration between Redtail CRM and Follow Up Boss with this workflow. When a new contact is added in Redtail CRM, this automation adds collaborators to the contact in Follow Up Boss, ensuring your team stays on the same page and streamlines communication. Enhance your team's efficiency and never miss a potential collaboration opportunity again.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Add Collaborators
Adds selected users as collaborated on a given 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