Redtail CRM + Wise Agent CRM
Update Wise Agent CRM leads when Redtail CRM contacts are updated
Maintain up-to-date contact information across your CRMs with this streamlined workflow. When a contact gets updated in Redtail CRM, their corresponding entry in Wise Agent CRM will also be updated, ensuring your sales team consistently has the latest details on hand. Enhance organization and never miss a potential opportunity with this seamless connection between Redtail CRM and Wise Agent CRM.
Maintain up-to-date contact information across your CRMs with this streamlined workflow. When a contact gets updated in Redtail CRM, their corresponding entry in Wise Agent CRM will also be updated, ensuring your sales team consistently has the latest details on hand. Enhance organization and never miss a potential opportunity with this seamless connection between Redtail CRM and Wise Agent CRM.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Add Lead
Adds a new lead.
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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
