Redtail CRM + seven
Update cnam details in seven when contacts are updated in Redtail CRM
Keep your Redtail CRM contacts updated with their current caller ID information by utilizing this automation workflow. When a contact is updated in Redtail CRM, this workflow will search for their CNAM details in the Seven app. As a result, you can efficiently maintain accurate caller ID information for your contacts and ensure smooth communication with your clients.
Keep your Redtail CRM contacts updated with their current caller ID information by utilizing this automation workflow. When a contact is updated in Redtail CRM, this workflow will search for their CNAM details in the Seven app. As a result, you can efficiently maintain accurate caller ID information for your contacts and ensure smooth communication with your clients.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Lookup CNAM
Query the Caller ID name for any phone number worldwide. Please note that not every phone number has an entry. Since the data is collected from various sources you could get geographical locations, company names/names or the network operator in response.
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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
