Redtail CRM + Sales Cookie
Create and update Sales Cookie transactions from new Redtail CRM contacts
Effortlessly maintain your contact information in Redtail CRM and Sales Cookie with this workflow. When a new contact is created in Redtail CRM, this automation will promptly create or update a transaction in Sales Cookie, ensuring consistency across both platforms. Reduce manual effort and enhance accuracy by streamlining your contact management process.
Effortlessly maintain your contact information in Redtail CRM and Sales Cookie with this workflow. When a new contact is created in Redtail CRM, this automation will promptly create or update a transaction in Sales Cookie, ensuring consistency across both platforms. Reduce manual effort and enhance accuracy by streamlining your contact management process.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create/Update Transaction
Creates or updates a sales transaction.
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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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