Redtail CRM + Salesmate
Update Salesmate contacts when Redtail CRM contacts are updated
Keep your Redtail CRM and Salesmate contacts up-to-date effortlessly with this automation workflow. Whenever a contact is updated in Redtail CRM, the corresponding contact in Salesmate will be updated too. By streamlining this process, you can save time and ensure consistency between the two platforms.
Keep your Redtail CRM and Salesmate contacts up-to-date effortlessly with this automation workflow. Whenever a contact is updated in Redtail CRM, the corresponding contact in Salesmate will be updated too. By streamlining this process, you can save time and ensure consistency between the two platforms.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Update Contact
Triggers when a new contact update is found.
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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
