Redtail CRM + User.com
Create or update User.com users when new activities are added in Redtail CRM
Efficiently manage your Redtail CRM activities by instantly updating User.com whenever a new activity is created. With this automation workflow, every time you add an activity in Redtail CRM, the corresponding user information will be created or updated in User.com. Save time, reduce manual work, and ensure your customer data is always up-to-date for a seamless user experience.
Efficiently manage your Redtail CRM activities by instantly updating User.com whenever a new activity is created. With this automation workflow, every time you add an activity in Redtail CRM, the corresponding user information will be created or updated in User.com. Save time, reduce manual work, and ensure your customer data is always up-to-date for a seamless user experience.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create/Update User
Creates new user or updates existing one with specified email address or User ID.
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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.
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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
