Redtail CRM + Urable
Update Urable customers when Redtail CRM contacts are updated
Keep your customer information up to date across platforms with this Redtail CRM and Urable integration. When a contact is updated in Redtail CRM, this workflow will create or update a customer in Urable, ensuring their information stays consistent. Save time and maintain accuracy by simplifying your data management process with this seamless automation.
Keep your customer information up to date across platforms with this Redtail CRM and Urable integration. When a contact is updated in Redtail CRM, this workflow will create or update a customer in Urable, ensuring their information stays consistent. Save time and maintain accuracy by simplifying your data management process with this seamless automation.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Update/Create Customer
Finds a customer in Urable by email address. If the customer exists, they are updated. If they do not exist, they are created.
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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
