myHomeIQ + Redtail CRM
Create myHomeIQ reports for updated Redtail CRM contacts
Keep your Redtail CRM contacts' information up-to-date and generate myHomeIQ reports effortlessly with this automation. Whenever a contact is updated in Redtail CRM, this workflow will automatically create a myHomeIQ report for that contact, ensuring you always have the most recent information at your fingertips. Save time and stay organized by streamlining your report generation process.
Keep your Redtail CRM contacts' information up-to-date and generate myHomeIQ reports effortlessly with this automation. Whenever a contact is updated in Redtail CRM, this workflow will automatically create a myHomeIQ report for that contact, ensuring you always have the most recent information at your fingertips. Save time and stay organized by streamlining your report generation process.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Create a myHomeIQ Report
Create and activate a homeIQ report
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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
