Create new TrueReview contacts for every Redtail CRM activity created
Effortlessly keep track of your clients with this convenient Redtail CRM and TrueReview integration. When a new activity is created in Redtail CRM, this workflow will instantly create a contact in TrueReview, ensuring that your client information is always up-to-date and easily accessible. Streamline your customer management process and save valuable time with this seamless automation.
Effortlessly keep track of your clients with this convenient Redtail CRM and TrueReview integration. When a new activity is created in Redtail CRM, this workflow will instantly create a contact in TrueReview, ensuring that your client information is always up-to-date and easily accessible. Streamline your customer management process and save valuable time with this seamless automation.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Contact
Creates a 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