Redtail CRM + Spotler CRM
Create accounts in Spotler CRM for new contacts in Redtail CRM
Easily manage your contacts across both Redtail CRM and Spotler CRM with this efficient workflow. When a new contact is added in Redtail CRM, this automation will create an account for them in Spotler CRM, ensuring a consistent and organized contact base across both platforms. Save time and reduce manual data entry while having all your important contact information in one place.
Easily manage your contacts across both Redtail CRM and Spotler CRM with this efficient workflow. When a new contact is added in Redtail CRM, this automation will create an account for them in Spotler CRM, ensuring a consistent and organized contact base across both platforms. Save time and reduce manual data entry while having all your important contact information in one place.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Account
Finds an account within your CRM.
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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.
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