Lawmatics + Redtail CRM
Update Lawmatics contacts when new Redtail CRM activities are created
Effortlessly keep your Redtail CRM and Lawmatics contacts up to date with this streamlined workflow. When a new activity is created in Redtail CRM, this automation will instantly update the corresponding contact in Lawmatics, ensuring accurate and consistent information across both platforms. Save time and maintain organized records with this seamless integration.
Effortlessly keep your Redtail CRM and Lawmatics contacts up to date with this streamlined workflow. When a new activity is created in Redtail CRM, this automation will instantly update the corresponding contact in Lawmatics, ensuring accurate and consistent information across both platforms. Save time and maintain organized records with this seamless integration.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Update Contact
Update an existing Contact with values.
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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
