Pulseem + Redtail CRM
Create or update Pulseem clients from new Redtail CRM activities
Effortlessly keep your client information up to date with this workflow between Redtail CRM and Pulseem. Whenever a new activity is created in Redtail CRM, the client details will be automatically added or updated in Pulseem. This seamless integration ensures accurate information in both systems, saving you time and reducing manual data entry errors.
Effortlessly keep your client information up to date with this workflow between Redtail CRM and Pulseem. Whenever a new activity is created in Redtail CRM, the client details will be automatically added or updated in Pulseem. This seamless integration ensures accurate information in both systems, saving you time and reducing manual data entry errors.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Pulseem Interface - Create/Update Client
Create or update a client in a specific group.
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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
