Klipfolio + Redtail CRM
Update Klipfolio data sources when Redtail CRM contacts are updated
Keep your Klipfolio data sources up-to-date with CRM updates using this Redtail CRM-Klipfolio automation. When a contact is updated in Redtail CRM, this workflow will ensure that the latest information is added to your chosen data source in Klipfolio. Stay on top of your contact data without any manual effort, and make better decisions based on accurate, real-time insights.
Keep your Klipfolio data sources up-to-date with CRM updates using this Redtail CRM-Klipfolio automation. When a contact is updated in Redtail CRM, this workflow will ensure that the latest information is added to your chosen data source in Klipfolio. Stay on top of your contact data without any manual effort, and make better decisions based on accurate, real-time insights.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Add to Data Source
Add data to a data source in Klipfolio.
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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
