Redtail CRM + The Value Builder System™
Create The Value Builder System™ contacts from newly created Redtail CRM contacts
Effortlessly manage your contacts between Redtail CRM and The Value Builder System™ with this workflow. Whenever a new contact is created in Redtail CRM, it automatically generates a corresponding contact in The Value Builder System™ using their email address. Save time and maintain consistency across platforms by seamlessly integrating your contact information management.
Effortlessly manage your contacts between Redtail CRM and The Value Builder System™ with this workflow. Whenever a new contact is created in Redtail CRM, it automatically generates a corresponding contact in The Value Builder System™ using their email address. Save time and maintain consistency across platforms by seamlessly integrating your contact information management.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Contact From Email
Create a new contact based on email address.
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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
