Magentrix + Redtail CRM
Update Magentrix entity records when Redtail CRM contacts are updated
Keep your Redtail CRM contacts and Magentrix entity records consistently updated with this efficient workflow. When a contact is updated in Redtail CRM, the corresponding record in Magentrix will also be updated, ensuring accurate and up-to-date data across both platforms. Save time and maintain data accuracy by utilizing this seamless automation.
Keep your Redtail CRM contacts and Magentrix entity records consistently updated with this efficient workflow. When a contact is updated in Redtail CRM, the corresponding record in Magentrix will also be updated, ensuring accurate and up-to-date data across both platforms. Save time and maintain data accuracy by utilizing this seamless automation.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Create Entity Record
Creates a new record of your chosen Entity Type.
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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
