Create contacts in Redtail CRM from new or updated rows in Google Sheets
Stay on top of your customer data with this efficient workflow. Whenever a new or updated row is made in Google Sheets, it instantly creates or revises a contact in Redtail CRM. This automatic process keeps your Google Sheets and Redtail CRM customer information in line, streamlining your data management and boosting productivity.
Stay on top of your customer data with this efficient workflow. Whenever a new or updated row is made in Google Sheets, it instantly creates or revises a contact in Redtail CRM. This automatic process keeps your Google Sheets and Redtail CRM customer information in line, streamlining your data management and boosting productivity.
- When this happens...New or Updated Spreadsheet Row
Triggered when a new row is added or modified in a spreadsheet.
- automatically do this!Create Contact
Creates a new contact in your database.
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