Update Redtail CRM contacts each time new mentions occur on Slack
Stay on top of your client communication with this streamlined workflow. Whenever there is a new mention in Slack, this setup ensures an immediate update to the relevant contact in Redtail CRM. Perfect for businesses looking to maintain accurate client records in real time, this solution saves you from manual data entry and lets you focus more on relationship building.
Stay on top of your client communication with this streamlined workflow. Whenever there is a new mention in Slack, this setup ensures an immediate update to the relevant contact in Redtail CRM. Perfect for businesses looking to maintain accurate client records in real time, this solution saves you from manual data entry and lets you focus more on relationship building.
- When this happens...New Mention
Triggers when a username or highlight word is mentioned in a public #channel.
- automatically do this!Update Contact
Updates an existing contact in your database.
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