Redtail CRM + Salesforce
Update Salesforce records when Redtail CRM contacts are updated
Keep your Salesforce records up to date with this Redtail CRM and Salesforce integration. Whenever a contact is updated in Redtail CRM, this automation will ensure the corresponding record in Salesforce is updated as well. Save time and maintain accurate data across your CRM platforms with this seamless workflow.
Keep your Salesforce records up to date with this Redtail CRM and Salesforce integration. Whenever a contact is updated in Redtail CRM, this automation will ensure the corresponding record in Salesforce is updated as well. Save time and maintain accurate data across your CRM platforms with this seamless workflow.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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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
