Redtail CRM + Tallyfy
Launch Tallyfy processes when Redtail CRM contacts are updated
Keep your processes in sync with your Redtail CRM contacts by using this streamlined workflow. When a contact is updated in Redtail CRM, this automation will launch a process in Tallyfy, ensuring your tasks and processes stay up-to-date with the latest contact information. Save time and maintain accuracy across your business platforms with this user-friendly connection.
Keep your processes in sync with your Redtail CRM contacts by using this streamlined workflow. When a contact is updated in Redtail CRM, this automation will launch a process in Tallyfy, ensuring your tasks and processes stay up-to-date with the latest contact information. Save time and maintain accuracy across your business platforms with this user-friendly connection.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Launch Process
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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
