Redtail CRM + Sales Cookie
Update Sales Cookie transactions when Redtail CRM contacts are updated
Keep your Redtail CRM contacts and Sales Cookie transactions in sync with this seamless workflow. When a contact is updated in Redtail CRM, this automation will create or update a corresponding transaction in Sales Cookie. Save time and ensure consistent data across both platforms.
Keep your Redtail CRM contacts and Sales Cookie transactions in sync with this seamless workflow. When a contact is updated in Redtail CRM, this automation will create or update a corresponding transaction in Sales Cookie. Save time and ensure consistent data across both platforms.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Create/Update Transaction
Creates or updates a sales transaction.
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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
