Mercury Connect + Redtail CRM
Create new Mercury Connect persons when Redtail CRM activities are added
Effortlessly streamline your customer management process with this Redtail CRM and Mercury Connect integration. Whenever a new activity is created in Redtail CRM, this workflow will instantly create a new person in Mercury Connect, keeping your contact information up-to-date and organized. Save time and ensure data consistency across both platforms with this seamless connection.
Effortlessly streamline your customer management process with this Redtail CRM and Mercury Connect integration. Whenever a new activity is created in Redtail CRM, this workflow will instantly create a new person in Mercury Connect, keeping your contact information up-to-date and organized. Save time and ensure data consistency across both platforms with this seamless connection.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Person
Creates a new person.
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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
