Outpost + Redtail CRM
Create new Outpost companies from newly created Redtail CRM contacts
Effortlessly manage your contacts and company details with this Redtail CRM and Outpost workflow. When a new contact is created in Redtail CRM, a company will be created in Outpost, ensuring your businesses' information stays organized and up-to-date. Streamline your data entry process and keep a consistent record across both platforms with this simple automation.
Effortlessly manage your contacts and company details with this Redtail CRM and Outpost workflow. When a new contact is created in Redtail CRM, a company will be created in Outpost, ensuring your businesses' information stays organized and up-to-date. Streamline your data entry process and keep a consistent record across both platforms with this simple automation.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Company
Action for creating company in outpost.
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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
