Redtail CRM + Wealthbox CRM
Start workflow in Wealthbox CRM when Redtail CRM updates contacts
Stay on top of your client information by linking Redtail CRM and Wealthbox CRM! This setup initiates a workflow in Wealthbox CRM every time a contact is updated in Redtail CRM. It's an efficient solution that ensures your client data remains consistent across both platforms. Enhance your customer management process with this user-friendly automation.
Stay on top of your client information by linking Redtail CRM and Wealthbox CRM! This setup initiates a workflow in Wealthbox CRM every time a contact is updated in Redtail CRM. It's an efficient solution that ensures your client data remains consistent across both platforms. Enhance your customer management process with this user-friendly automation.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Start Workflow
Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.
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- 14 day trial for premium features & apps
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
