mfr - field service management + Redtail CRM
Create locations in mfr - field service management for new contacts in Redtail CRM
Effortlessly keep your Redtail CRM contacts and mfr - field service management locations up-to-date with this automation. Once set up, every time a new contact is created in Redtail CRM, a corresponding service location will be created in mfr - field service management. This workflow ensures seamless data flow between both platforms, saving you time and preventing manual entry errors, so you can focus on providing exceptional service to your clients.
Effortlessly keep your Redtail CRM contacts and mfr - field service management locations up-to-date with this automation. Once set up, every time a new contact is created in Redtail CRM, a corresponding service location will be created in mfr - field service management. This workflow ensures seamless data flow between both platforms, saving you time and preventing manual entry errors, so you can focus on providing exceptional service to your clients.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Location (Service Location)
Create a location (service location) with a contact. This is an important job information for the technician.
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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.
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