Pulseem + Redtail CRM
Update Pulseem clients when Redtail CRM contacts are modified
Keep your Pulseem client list updated with this Redtail CRM and Pulseem automation. Whenever a contact is updated in Redtail CRM, this workflow will create or update the corresponding client in Pulseem. With this seamless integration, you can ensure accurate client information across both platforms and save time on manual data entry.
Keep your Pulseem client list updated with this Redtail CRM and Pulseem automation. Whenever a contact is updated in Redtail CRM, this workflow will create or update the corresponding client in Pulseem. With this seamless integration, you can ensure accurate client information across both platforms and save time on manual data entry.
- When this happens...Contact Updated
Triggers when an existing contact is updated 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.
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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
