Create Orbit members from new Redtail CRM contacts
Easily streamline your contact management process with this Redtail CRM and Orbit workflow. Whenever a new contact is created in Redtail CRM, a member will be added to Orbit, helping you keep track of important contacts and improving your organization's community engagement. Save time, effort, and ensure you are efficiently maintaining your relationships with this seamless automation.
Easily streamline your contact management process with this Redtail CRM and Orbit workflow. Whenever a new contact is created in Redtail CRM, a member will be added to Orbit, helping you keep track of important contacts and improving your organization's community engagement. Save time, effort, and ensure you are efficiently maintaining your relationships with this seamless automation.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create a Member
Add a new member to your Orbit workspace without an associated activity.
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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