Redtail CRM + Virtually
Create or update Virtually members when new Redtail CRM activities are created
Effortlessly keep your Virtually members updated with the latest CRM activities using this seamless workflow. When a new activity is created in Redtail CRM, the automation creates or updates a member in the Virtually platform, ensuring their information stays current and accurate. Save time and maintain up-to-date member records with this easy-to-use integration.
Effortlessly keep your Virtually members updated with the latest CRM activities using this seamless workflow. When a new activity is created in Redtail CRM, the automation creates or updates a member in the Virtually platform, ensuring their information stays current and accurate. Save time and maintain up-to-date member records with this easy-to-use integration.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create or Update Member
Creates a new member, or if a member with the given email address already exists, updates the member's name.
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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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