Create contacts in zipForm Plus from new Redtail CRM contacts
Effortlessly maintain consistent records across your tools with this Redtail CRM to zipForm Plus workflow. When a new contact is created in Redtail CRM, this automation creates a corresponding contact in zipForm Plus, ensuring your contact information is always up-to-date and accessible for seamless operations. Spend less time manually entering data and more time focusing on your business goals.
Effortlessly maintain consistent records across your tools with this Redtail CRM to zipForm Plus workflow. When a new contact is created in Redtail CRM, this automation creates a corresponding contact in zipForm Plus, ensuring your contact information is always up-to-date and accessible for seamless operations. Spend less time manually entering data and more time focusing on your business goals.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Contact
Triggers when a new contact is added to a zipForm Address Book.
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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