Grist + Redtail CRM
Update Grist records when Redtail CRM contacts are updated
Keep your Redtail CRM contacts in sync with your Grist records effortlessly. This automation workflow ensures that every time a contact is updated in Redtail CRM, their respective record in Grist is created or updated accordingly. Save time, minimize manual work, and maintain accurate and up-to-date information across both platforms seamlessly.
Keep your Redtail CRM contacts in sync with your Grist records effortlessly. This automation workflow ensures that every time a contact is updated in Redtail CRM, their respective record in Grist is created or updated accordingly. Save time, minimize manual work, and maintain accurate and up-to-date information across both platforms seamlessly.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Create or Update Record
Creates a new Record in a Table, or Updates an existing matching Record
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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
