Create or update Simplero contacts when new Redtail CRM activities are created
Effortlessly keep your contacts up-to-date with this Redtail CRM and Simplero automation. When a new activity is created in Redtail CRM, this workflow will create or update a contact in Simplero, ensuring your contact information is always accurate and current. Save time and maintain organized records with this seamless process.
Effortlessly keep your contacts up-to-date with this Redtail CRM and Simplero automation. When a new activity is created in Redtail CRM, this workflow will create or update a contact in Simplero, ensuring your contact information is always accurate and current. Save time and maintain organized records with this seamless process.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create or Update Contact
Add a new contact or optionally update the information about a contact in Simplero.
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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