LionDesk + Redtail CRM
Create LionDesk contacts when new Redtail CRM activities are created
Effortlessly manage your client relationships with this seamless automation between Redtail CRM and LionDesk. When a new activity is created in Redtail CRM, a contact will be added to LionDesk, streamlining your contact management process and ensuring you stay on top of your client data. This workflow helps you save time and maintain a consistent database across both platforms.
Effortlessly manage your client relationships with this seamless automation between Redtail CRM and LionDesk. When a new activity is created in Redtail CRM, a contact will be added to LionDesk, streamlining your contact management process and ensuring you stay on top of your client data. This workflow helps you save time and maintain a consistent database across both platforms.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Contact
Creates a new contact in your LionDesk account based on email address. If a contact already exists with the submitted email address, their record will be updated. NOTE: This action will create a unique contact for every submission that does not have an email address. This will result in multiple contacts being created for the same info if it is submitted multiple times without an email address. Please use the "Find Contact" action in conjunction with "Create Contact" if you want to avoid this issue.
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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.
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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
