OnePageCRM + Redtail CRM
Create OnePageCRM contacts from new Redtail CRM activities
Effortlessly maintain your contacts in OnePageCRM with this workflow that triggers when a new activity is created in Redtail CRM. Once set up, the automation creates a contact in OnePageCRM, ensuring your sales team has all the necessary information at their fingertips. Stay organized and save time by streamlining your CRM data management with this simple yet effective integration.
Effortlessly maintain your contacts in OnePageCRM with this workflow that triggers when a new activity is created in Redtail CRM. Once set up, the automation creates a contact in OnePageCRM, ensuring your sales team has all the necessary information at their fingertips. Stay organized and save time by streamlining your CRM data management with this simple yet effective integration.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Contact
Creates a new contact in OnePageCRM.
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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
