Redtail CRM + Upscale
Update Redtail CRM contacts and save prospects in Upscale effortlessly
Keep your prospect information up-to-date with this efficient workflow between Redtail CRM and Upscale. Whenever a contact is updated in Redtail CRM, this automation will instantly save that contact as a prospect in Upscale, ensuring that your database stays current and organized. Stay focused on nurturing client relationships while this integration works seamlessly in the background.
Keep your prospect information up-to-date with this efficient workflow between Redtail CRM and Upscale. Whenever a contact is updated in Redtail CRM, this automation will instantly save that contact as a prospect in Upscale, ensuring that your database stays current and organized. Stay focused on nurturing client relationships while this integration works seamlessly in the background.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Save Prospect
Create or Update a Prospect in Upscale
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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
