eEndorsements + Redtail CRM
Create or update eEndorsements contacts when new contacts are created in Redtail CRM
Effortlessly keep your contacts up to date with this Redtail CRM and eEndorsements automation. Whenever a new contact is created in Redtail CRM, this workflow will automatically create or update the contact in eEndorsements, ensuring your contact information is always accurate and consistent. Stay organized and streamline your customer management process with this time-saving solution.
Effortlessly keep your contacts up to date with this Redtail CRM and eEndorsements automation. Whenever a new contact is created in Redtail CRM, this workflow will automatically create or update the contact in eEndorsements, ensuring your contact information is always accurate and consistent. Stay organized and streamline your customer management process with this time-saving solution.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create or Update Contact
Creates a new contact.
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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
