Redtail CRM + User.com
Create or update User.com users when new Redtail CRM contacts are created
Effortlessly keep your Redtail CRM contacts and User.com users in sync with this automation. Whenever a new contact is created in Redtail CRM, this workflow will create or update the corresponding user in User.com, ensuring your data stays accurate and up-to-date. Say goodbye to manual data entry and focus on building stronger relationships with your clients.
Effortlessly keep your Redtail CRM contacts and User.com users in sync with this automation. Whenever a new contact is created in Redtail CRM, this workflow will create or update the corresponding user in User.com, ensuring your data stays accurate and up-to-date. Say goodbye to manual data entry and focus on building stronger relationships with your clients.
- When this happens...Contact Created
Triggers when a new contact 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.
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