Redtail CRM + Upcall
Create Upcall contacts when new Redtail CRM contacts are added
Effortlessly keep your contacts updated between Redtail CRM and Upcall with this automation. Whenever a new contact is added in Redtail CRM, this workflow will create a matching contact in Upcall, saving you time on manual data entry and ensuring both platforms always have the most recent information. Stay organized and efficient by streamlining your contact management process.
Effortlessly keep your contacts updated between Redtail CRM and Upcall with this automation. Whenever a new contact is added in Redtail CRM, this workflow will create a matching contact in Upcall, saving you time on manual data entry and ensuring both platforms always have the most recent information. Stay organized and efficient by streamlining your contact management process.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Add Contact
Add a Contact to a campaign and call it.
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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
