Update Redtail CRM contacts and copy projects in Hive
Keep your Redtail CRM contacts and Hive projects up to date with this efficient workflow. When you update a contact in Redtail CRM, this automation ensures the corresponding project in Hive is also updated. Streamline your team's collaboration and productivity by maintaining accurate information across both platforms.
Keep your Redtail CRM contacts and Hive projects up to date with this efficient workflow. When you update a contact in Redtail CRM, this automation ensures the corresponding project in Hive is also updated. Streamline your team's collaboration and productivity by maintaining accurate information across both platforms.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Copy Project
Copy project.
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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