Flexmail + Redtail CRM
Create or update Flexmail contacts when new Redtail CRM activities are added
Effortlessly manage your contacts with this Redtail CRM and Flexmail automation. Whenever a new activity is created in Redtail CRM, this workflow will create or update the corresponding contact in Flexmail, ensuring your mailing list stays up-to-date. Streamline your contact management process and focus on building deeper connections with your clients.
Effortlessly manage your contacts with this Redtail CRM and Flexmail automation. Whenever a new activity is created in Redtail CRM, this workflow will create or update the corresponding contact in Flexmail, ensuring your mailing list stays up-to-date. Streamline your contact management process and focus on building deeper connections with your clients.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create or Update Contact
Creates or updates a 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.
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
