CATS + Redtail CRM
Create new CATS contacts when Redtail CRM activities are added
Effortlessly maintain updated contact information between Redtail CRM and CATS with this seamless workflow. When a new activity is created in Redtail CRM, a contact is instantly added to your CATS account, ensuring your database stays organized and current without manual data entry. Enhance your customer information management with this efficient process.
Effortlessly maintain updated contact information between Redtail CRM and CATS with this seamless workflow. When a new activity is created in Redtail CRM, a contact is instantly added to your CATS account, ensuring your database stays organized and current without manual data entry. Enhance your customer information management with this efficient process.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create a Contact
Adds a new contact in CATS.
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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
