essensys Operate + Redtail CRM
Update essensys Operate accounts when Redtail CRM contacts are updated
Keep your Redtail CRM contacts and essensys Operate accounts up-to-date with this seamless workflow. Once a contact is modified in Redtail CRM, this automation instantly updates the corresponding account in essensys Operate, ensuring consistent and accurate data across both platforms. Save time and maintain proper record-keeping by utilizing this efficient process.
Keep your Redtail CRM contacts and essensys Operate accounts up-to-date with this seamless workflow. Once a contact is modified in Redtail CRM, this automation instantly updates the corresponding account in essensys Operate, ensuring consistent and accurate data across both platforms. Save time and maintain proper record-keeping by utilizing this efficient process.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Create Account
Creates a new account.
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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
