Redtail CRM + Wicked Reports
Update Wicked Reports contacts when Redtail CRM contacts are modified
Keep your marketing efforts in sync with this CRM-to-reporting workflow. When a contact is updated in Redtail CRM, this automation will create a new contact in Wicked Reports, ensuring your marketing data remains up-to-date and accurate. Maintain a seamless connection between your customer management and analytics tools with this efficient process.
Keep your marketing efforts in sync with this CRM-to-reporting workflow. When a contact is updated in Redtail CRM, this automation will create a new contact in Wicked Reports, ensuring your marketing data remains up-to-date and accurate. Maintain a seamless connection between your customer management and analytics tools with this efficient process.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Create Contact
Create a new contact.
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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
