Redtail CRM + Robly
Create new Robly contacts from Redtail CRM contact creations
Effortlessly keep your Redtail CRM and Robly contacts in sync with this automation workflow. Whenever a new contact is created in Redtail CRM, the same contact will be instantly added to your Robly account, saving you the time and effort of manual entry. Maintain an up-to-date contact database across both platforms and ensure seamless communication with your customers.
Effortlessly keep your Redtail CRM and Robly contacts in sync with this automation workflow. Whenever a new contact is created in Redtail CRM, the same contact will be instantly added to your Robly account, saving you the time and effort of manual entry. Maintain an up-to-date contact database across both platforms and ensure seamless communication with your customers.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Contact
Adds a new 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
