Create SalesUp! contacts from new Redtail CRM contact entries
Easily keep your Redtail CRM and SalesUp! contacts in sync with this seamless workflow. When a new contact is created in Redtail CRM, this automation will add the same contact to SalesUp! instantly. Say goodbye to manual data entry and ensure your teams always have access to up-to-date contact information across both platforms.
Easily keep your Redtail CRM and SalesUp! contacts in sync with this seamless workflow. When a new contact is created in Redtail CRM, this automation will add the same contact to SalesUp! instantly. Say goodbye to manual data entry and ensure your teams always have access to up-to-date contact information across both platforms.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Add Contact
Adds a 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