Create or update SmartEmailing contacts when new Redtail CRM activities are created
Effortlessly keep your contact data up-to-date with this automation between Redtail CRM and SmartEmailing. Whenever a new activity is created in Redtail CRM, this workflow will either create or update a contact in SmartEmailing, ensuring that your contact information is always accurate and consistent. Save time and streamline your contact management process with this seamless integration.
Effortlessly keep your contact data up-to-date with this automation between Redtail CRM and SmartEmailing. Whenever a new activity is created in Redtail CRM, this workflow will either create or update a contact in SmartEmailing, ensuring that your contact information is always accurate and consistent. Save time and streamline your contact management process with this seamless integration.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create or Update Contact
Creates or updates a contact.
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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.
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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