Create Keap notes when Redtail CRM contacts are updated
Maintain up-to-date notes in Keap effortlessly with this efficient workflow. When a contact is updated in Redtail CRM, this automation creates a note in Keap, ensuring crucial information is consistently documented. Stay organized and save time by keeping contact details and notes synchronized across platforms.
Maintain up-to-date notes in Keap effortlessly with this efficient workflow. When a contact is updated in Redtail CRM, this automation creates a note in Keap, ensuring crucial information is consistently documented. Stay organized and save time by keeping contact details and notes synchronized across platforms.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Create Note
Creates a new note on a contact 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