Redtail CRM + Smart Alto
Create or update Smart Alto contacts for new Redtail CRM activities
Efficiently manage your contacts between Redtail CRM and Smart Alto with this streamlined automation. When a new activity is created in Redtail CRM, this workflow will automatically create or update the associated contact in Smart Alto, ensuring that your contact information stays up-to-date without the need for manual interventions. Spend less time managing contacts and more time focusing on building relationships and growing your business.
Efficiently manage your contacts between Redtail CRM and Smart Alto with this streamlined automation. When a new activity is created in Redtail CRM, this workflow will automatically create or update the associated contact in Smart Alto, ensuring that your contact information stays up-to-date without the need for manual interventions. Spend less time managing contacts and more time focusing on building relationships and growing your business.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create or Update Contact
Сreate a new contact or update an existing one
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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
