JobNimbus + Redtail CRM
Create new JobNimbus contacts from newly created Redtail CRM activities
Effortlessly streamline your client management process with this Redtail CRM to JobNimbus workflow. When a new activity is created in Redtail CRM, this automation will instantly create a contact in JobNimbus, ensuring your client information stays up-to-date and easily accessible. Save time, enhance organization, and improve your customer relationship management with this seamless integration.
Effortlessly streamline your client management process with this Redtail CRM to JobNimbus workflow. When a new activity is created in Redtail CRM, this automation will instantly create a contact in JobNimbus, ensuring your client information stays up-to-date and easily accessible. Save time, enhance organization, and improve your customer relationship management with this seamless integration.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Contact (Legacy)
Trigger when a new contact is created, modified or deleted.
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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.
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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
