Project Broadcast + Redtail CRM
Create new Project Broadcast contacts when Redtail CRM contacts are added
Maintain consistent contact information between Redtail CRM and Project Broadcast effortlessly with this seamless workflow. When you add a new contact in Redtail CRM, this integration will create a corresponding contact in Project Broadcast, ensuring your contacts are updated and easily accessible in both platforms. Save time and reduce manual data entry tasks by streamlining your contact management.
Maintain consistent contact information between Redtail CRM and Project Broadcast effortlessly with this seamless workflow. When you add a new contact in Redtail CRM, this integration will create a corresponding contact in Project Broadcast, ensuring your contacts are updated and easily accessible in both platforms. Save time and reduce manual data entry tasks by streamlining your contact management.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Contact
Creates a new Project Broadcast contact. If the contact possibly exists, you will need to use the Find Contact action which will search for the contact and create one if it is not found.
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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.
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