LMN + Redtail CRM
Create new LMN contacts from Redtail CRM contact creations
Effortlessly keep your contacts organized across platforms with this seamless automation. When a new contact is added in Redtail CRM, this workflow instantly creates a corresponding contact in LMN, ensuring an up-to-date and well-maintained database. No more manual entries or duplicate data – let the automation work for you and save time for more important tasks.
Effortlessly keep your contacts organized across platforms with this seamless automation. When a new contact is added in Redtail CRM, this workflow instantly creates a corresponding contact in LMN, ensuring an up-to-date and well-maintained database. No more manual entries or duplicate data – let the automation work for you and save time for more important tasks.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Contact
Creates an LMN contact, including a jobsite address
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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
