Update resources in Schedule It when contacts are updated in Redtail CRM
Keep your Redtail CRM contacts and Schedule It resources up-to-date with this efficient workflow. When a contact is updated in Redtail CRM, their corresponding resource in Schedule It will be updated as well. This automation streamlines your contact management process, ensuring that your Redtail CRM and Schedule It data remains consistent and accurate.
Keep your Redtail CRM contacts and Schedule It resources up-to-date with this efficient workflow. When a contact is updated in Redtail CRM, their corresponding resource in Schedule It will be updated as well. This automation streamlines your contact management process, ensuring that your Redtail CRM and Schedule It data remains consistent and accurate.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Update Resource
Updates an existing resource.
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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