Redtail CRM + Relatable
Create or update Relatable contacts for new Redtail CRM activities
Keep your Redtail CRM and Relatable contacts up-to-date effortlessly with this workflow. Whenever a new activity is created in Redtail CRM, a contact in Relatable will be created or updated, ensuring your contact information remains accurate and consistent across both platforms. Save time and reduce manual data entry while staying organized and efficient in managing your contacts.
Keep your Redtail CRM and Relatable contacts up-to-date effortlessly with this workflow. Whenever a new activity is created in Redtail CRM, a contact in Relatable will be created or updated, ensuring your contact information remains accurate and consistent across both platforms. Save time and reduce manual data entry while staying organized and efficient in managing your contacts.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create or Update a Contact
Create or update a contact
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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
