Circle + Redtail CRM
Send direct messages in Circle when Redtail CRM contacts are updated
Keep your Circle community in the loop when important updates happen in your Redtail CRM by automating direct messages to members. With this workflow, whenever a contact is updated in Redtail CRM, a direct message will be sent through Circle to inform members about the changes. Stay connected and ensure your team is always up-to-date with the latest contact information.
Keep your Circle community in the loop when important updates happen in your Redtail CRM by automating direct messages to members. With this workflow, whenever a contact is updated in Redtail CRM, a direct message will be sent through Circle to inform members about the changes. Stay connected and ensure your team is always up-to-date with the latest contact information.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Send Direct Message
Send a direct message to a member.
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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
