Redtail CRM + Tokko Broker
Update Tokko Broker web contacts whenever Redtail CRM contacts are modified
Keep your Redtail CRM contacts in sync with your Tokko Broker web contacts effortlessly. This automation updates your Tokko Broker web contacts whenever there's a change in contact information within Redtail CRM. Maintain an up-to-date client database and ensure accurate communication across platforms with this time-saving workflow.
Keep your Redtail CRM contacts in sync with your Tokko Broker web contacts effortlessly. This automation updates your Tokko Broker web contacts whenever there's a change in contact information within Redtail CRM. Maintain an up-to-date client database and ensure accurate communication across platforms with this time-saving workflow.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Create Web Contact
Creates a new web 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
