Lawmatics + Redtail CRM
Update Lawmatics contacts when Redtail CRM contacts are updated
Keep your Redtail CRM and Lawmatics contacts up-to-date with this seamless workflow. Whenever a contact is updated in Redtail CRM, this automation will ensure that the corresponding contact in Lawmatics is also updated, maintaining consistency across both platforms. Save time and reduce manual data entry errors by streamlining your contact management process.
Keep your Redtail CRM and Lawmatics contacts up-to-date with this seamless workflow. Whenever a contact is updated in Redtail CRM, this automation will ensure that the corresponding contact in Lawmatics is also updated, maintaining consistency across both platforms. Save time and reduce manual data entry errors by streamlining your contact management process.
- When this happens...Contact Updated
Triggers when an existing contact is updated 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
