PitBullTax Software + Redtail CRM
Update PitBullTax Software clients / prospects when Redtail CRM contacts are modified
Keep your client and prospect information up-to-date across platforms by connecting Redtail CRM and PitBullTax Software. With this automation, every time a contact is updated in Redtail CRM, the client or prospect data will be simultaneously created or updated in PitBullTax Software. This streamlined process ensures consistency in your records and saves you time on manual data entry.
Keep your client and prospect information up-to-date across platforms by connecting Redtail CRM and PitBullTax Software. With this automation, every time a contact is updated in Redtail CRM, the client or prospect data will be simultaneously created or updated in PitBullTax Software. This streamlined process ensures consistency in your records and saves you time on manual data entry.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!New or Update Client / Prospect
Creating a new client or updating an existing one
- Free forever for core features
- 14 day trial for premium features & apps
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
