Moxo + Redtail CRM
Create group conversations in Moxo when Redtail CRM contacts are updated
Stay up-to-date with contact information changes and enhance team collaboration with this Redtail CRM and Moxo integration. When a contact is updated in Redtail CRM, this workflow will create a group conversation in Moxo, ensuring all team members are informed about essential updates. Streamline communication and improve collaboration within your team effortlessly.
Stay up-to-date with contact information changes and enhance team collaboration with this Redtail CRM and Moxo integration. When a contact is updated in Redtail CRM, this workflow will create a group conversation in Moxo, ensuring all team members are informed about essential updates. Streamline communication and improve collaboration within your team effortlessly.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Create Group Conversation
Creates a group conversation and add users to it.
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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
