Redtail CRM + Textline
Create or update Textline contacts when new Redtail CRM contacts are added
Effortlessly keep your Redtail CRM and Textline contacts in sync with this seamless workflow. When a new contact is created in Redtail CRM, this automation will simultaneously create or update the contact in Textline. Maintain organized and up-to-date records across both platforms, enabling smoother communication and enhanced customer relations.
Effortlessly keep your Redtail CRM and Textline contacts in sync with this seamless workflow. When a new contact is created in Redtail CRM, this automation will simultaneously create or update the contact in Textline. Maintain organized and up-to-date records across both platforms, enabling smoother communication and enhanced customer relations.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create/Update Contact
Creates or updates an entry in your Textline address book.
- Free forever for core features
- 14 day trial for premium features & apps
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
