Kustomer + Redtail CRM
Update Kustomer customers when Redtail CRM contacts are updated
Keep your customer information up-to-date with this streamlined workflow. When a contact is updated in Redtail CRM, this automation will instantly update the corresponding customer in Kustomer. Save time by eliminating manual data entry and ensure your customer records are always accurate and consistent.
Keep your customer information up-to-date with this streamlined workflow. When a contact is updated in Redtail CRM, this automation will instantly update the corresponding customer in Kustomer. Save time by eliminating manual data entry and ensure your customer records are always accurate and consistent.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Update Customer
Update an existing customer in Kustomer
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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
