Create SuiteDash contacts from new Redtail CRM activities
Effortlessly keep your contact information up-to-date with this intuitive workflow. Whenever a new activity is created in Redtail CRM, a corresponding contact is immediately added to SuiteDash. Streamline your contact management process and allocate more time for crucial tasks with this efficient automation.
Effortlessly keep your contact information up-to-date with this intuitive workflow. Whenever a new activity is created in Redtail CRM, a corresponding contact is immediately added to SuiteDash. Streamline your contact management process and allocate more time for crucial tasks with this efficient automation.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Contact
Creates a new 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.
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