Inventory Shield + Redtail CRM
Update Inventory Shield locations when Redtail CRM contacts change
Stay organized and efficient with this workflow that connects Redtail CRM and Inventory Shield. Whenever you update a contact in Redtail CRM, it will automatically create a new location in Inventory Shield. This seamless automation helps ensure accurate inventory management and keeps your client information up to date across platforms.
Stay organized and efficient with this workflow that connects Redtail CRM and Inventory Shield. Whenever you update a contact in Redtail CRM, it will automatically create a new location in Inventory Shield. This seamless automation helps ensure accurate inventory management and keeps your client information up to date across platforms.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Create Location
Creates a new location in Inventory Shield
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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
