Redtail CRM + WooSender
Create WooSender contacts for new Redtail CRM activities
Effortlessly maintain contact with your clients using this seamless workflow between Redtail CRM and WooSender. When a new activity is created in Redtail CRM, the related contact is added in WooSender, ensuring consistent and up-to-date communication. This process enables you to cultivate professional relationships and efficiently manage your client database, streamlining your communication efforts.
Effortlessly maintain contact with your clients using this seamless workflow between Redtail CRM and WooSender. When a new activity is created in Redtail CRM, the related contact is added in WooSender, ensuring consistent and up-to-date communication. This process enables you to cultivate professional relationships and efficiently manage your client database, streamlining your communication efforts.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create or Update Contact
Create a new contact or updates an existing contact based on email address
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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
