Pipedrive + Redtail CRM
Update Pipedrive people when new Redtail CRM activities are created
Keep your CRM and sales pipeline in sync with this seamless workflow between Redtail CRM and Pipedrive. When a new activity is created in Redtail CRM, this automation updates the corresponding person's information in Pipedrive, ensuring that your sales team has the most up-to-date information to close deals effectively. Save time and maintain accuracy across your platforms with this efficient connection.
Keep your CRM and sales pipeline in sync with this seamless workflow between Redtail CRM and Pipedrive. When a new activity is created in Redtail CRM, this automation updates the corresponding person's information in Pipedrive, ensuring that your sales team has the most up-to-date information to close deals effectively. Save time and maintain accuracy across your platforms with this efficient connection.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Update Person
Updates an existing person.
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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
