MDirector + Redtail CRM
Create and update MDirector contacts when new Redtail CRM activities are created
Effortlessly keep your contacts up-to-date with this Redtail CRM and MDirector automation. Whenever a new activity is created in Redtail CRM, this workflow will create or update the corresponding contact in MDirector, ensuring you always have the latest information in your marketing campaigns. Maintain seamless and accurate communication without lifting a finger.
Effortlessly keep your contacts up-to-date with this Redtail CRM and MDirector automation. Whenever a new activity is created in Redtail CRM, this workflow will create or update the corresponding contact in MDirector, ensuring you always have the latest information in your marketing campaigns. Maintain seamless and accurate communication without lifting a finger.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create/Update Contact
Creates a new contact, or updates an existing contact.
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- 14 day trial for premium features & apps
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
