Create Nutshell companies from new Redtail CRM contacts
Easily manage your contacts and organize your customer information by connecting Redtail CRM and Nutshell. With this automation, whenever a new contact is created in Redtail CRM, a company will be instantly created in Nutshell. This seamless workflow saves you time and effort, ensuring your customer data remains consistent across both platforms.
Easily manage your contacts and organize your customer information by connecting Redtail CRM and Nutshell. With this automation, whenever a new contact is created in Redtail CRM, a company will be instantly created in Nutshell. This seamless workflow saves you time and effort, ensuring your customer data remains consistent across both platforms.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Company
Creates a new Company.
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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