Redtail CRM + RingByName
Create contacts in RingByName for new activities in Redtail CRM
Effortlessly maintain your contact list with this Redtail CRM and RingByName workflow. When a new activity is created in Redtail CRM, a contact will be added in RingByName, ensuring that you always have up-to-date information for your connections. Stay organized and on top of your relationship management with this seamless, time-saving automation.
Effortlessly maintain your contact list with this Redtail CRM and RingByName workflow. When a new activity is created in Redtail CRM, a contact will be added in RingByName, ensuring that you always have up-to-date information for your connections. Stay organized and on top of your relationship management with this seamless, time-saving automation.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Contact
Creates 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
