Redtail CRM + Urable
Create or update Urable customers from new Redtail CRM activities
Save time and seamlessly integrate your Redtail CRM activities with Urable by using this automation. When a new activity is created in Redtail CRM, this workflow will either update or create a customer in Urable, ensuring your customer information is always up-to-date. Keep your team in sync and boost productivity with this efficient process.
Save time and seamlessly integrate your Redtail CRM activities with Urable by using this automation. When a new activity is created in Redtail CRM, this workflow will either update or create a customer in Urable, ensuring your customer information is always up-to-date. Keep your team in sync and boost productivity with this efficient process.
- When this happens...Activity Created
Triggers when a new activity is created 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
