Agency Elephant + Redtail CRM
Update Agency Elephant leads when Redtail CRM contacts change
Keep your Redtail CRM contacts and Agency Elephant leads updated with this seamless workflow. When a contact is updated in Redtail CRM, this automation will create or update the corresponding lead in Agency Elephant, ensuring that your information is always accurate and in sync across both platforms. Save time and maintain consistency by eliminating manual data entry between these two apps.
Keep your Redtail CRM contacts and Agency Elephant leads updated with this seamless workflow. When a contact is updated in Redtail CRM, this automation will create or update the corresponding lead in Agency Elephant, ensuring that your information is always accurate and in sync across both platforms. Save time and maintain consistency by eliminating manual data entry between these two apps.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Create or Update Lead
Create a new lead, or updates an existing lead.
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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
