Update Redtail CRM contacts and create Freshcaller contacts automatically
Efficiently maintain updated customer information between Redtail CRM and Freshcaller with this seamless workflow. When a contact is modified in Redtail CRM, the corresponding contact in Freshcaller is updated accordingly. Keep your records organized and save valuable time, as manual transfer of contact updates between the two platforms is no longer required.
Efficiently maintain updated customer information between Redtail CRM and Freshcaller with this seamless workflow. When a contact is modified in Redtail CRM, the corresponding contact in Freshcaller is updated accordingly. Keep your records organized and save valuable time, as manual transfer of contact updates between the two platforms is no longer required.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Create Contact
Create a contact on the caller account.
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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