Redtail CRM + TrueReview
Create contacts in TrueReview when Redtail CRM contacts are updated
Effortlessly maintain accurate customer information with this seamless workflow between Redtail CRM and TrueReview. When a contact is updated in Redtail CRM, this process creates a new contact in TrueReview, ensuring consistent data across both platforms. Save time and focus on building strong customer relationships instead of manually transferring data.
Effortlessly maintain accurate customer information with this seamless workflow between Redtail CRM and TrueReview. When a contact is updated in Redtail CRM, this process creates a new contact in TrueReview, ensuring consistent data across both platforms. Save time and focus on building strong customer relationships instead of manually transferring data.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Create Contact
Creates a Contact
- 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
