Redtail CRM + Zoho CRM
Create or update Zoho CRM module entries when new Redtail CRM activities are created
Effortlessly keep your Zoho CRM modules up to date whenever there's new activity in Redtail CRM. This automation workflow triggers when an activity is created in Redtail CRM, and then creates or updates a module entry in Zoho CRM. Stay organized and save time by letting this workflow seamlessly manage your customer data across both platforms.
Effortlessly keep your Zoho CRM modules up to date whenever there's new activity in Redtail CRM. This automation workflow triggers when an activity is created in Redtail CRM, and then creates or updates a module entry in Zoho CRM. Stay organized and save time by letting this workflow seamlessly manage your customer data across both platforms.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create/Update Module Entry
Create or update module entries
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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
