PersistIQ + Redtail CRM
Update PersistIQ prospects when Redtail CRM contacts are modified
Keep your sales pipeline up-to-date with this Redtail CRM and PersistIQ integration. Whenever a contact is updated in Redtail CRM, this workflow automatically creates or updates a prospect in PersistIQ. Save time and ensure accurate information across your CRM and sales engagement platforms, allowing you to focus on building relationships and closing deals.
Keep your sales pipeline up-to-date with this Redtail CRM and PersistIQ integration. Whenever a contact is updated in Redtail CRM, this workflow automatically creates or updates a prospect in PersistIQ. Save time and ensure accurate information across your CRM and sales engagement platforms, allowing you to focus on building relationships and closing deals.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Create or Update Prospect
Creates or updates a prospect.
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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.
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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
