Redtail CRM + Zoho Billing
Update Zoho Billing customers when Redtail CRM contacts are updated
Effortlessly keep your Redtail CRM and Zoho Billing data in sync with this powerful workflow. When a contact is updated in Redtail CRM, this automation ensures the corresponding customer details in Zoho Billing are also updated. Stay organized and maintain accurate records, seamlessly connecting your CRM and finance tools for a more streamlined process.
Effortlessly keep your Redtail CRM and Zoho Billing data in sync with this powerful workflow. When a contact is updated in Redtail CRM, this automation ensures the corresponding customer details in Zoho Billing are also updated. Stay organized and maintain accurate records, seamlessly connecting your CRM and finance tools for a more streamlined process.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Update Customer
Update an existing customer.
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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.
Try It
