Redtail CRM + Salesforce
Create new Salesforce contacts when contacts are created in Redtail CRM
Keep your contact data consistent and updated across both Redtail CRM and Salesforce with this seamless workflow. Every time a new contact is added in Redtail CRM, a corresponding contact will be created in Salesforce. This process eliminates the need for manual data entry, aids in efficient contact management, and ultimately saves you time while maintaining synchronized contact lists.
Keep your contact data consistent and updated across both Redtail CRM and Salesforce with this seamless workflow. Every time a new contact is added in Redtail CRM, a corresponding contact will be created in Salesforce. This process eliminates the need for manual data entry, aids in efficient contact management, and ultimately saves you time while maintaining synchronized contact lists.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Contact
Creates a new contact in Salesforce.
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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.
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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.
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