4Degrees + Redtail CRM
Create new 4Degrees contacts from newly created Redtail CRM contacts
Effortlessly keep your contacts up to date across Redtail CRM and 4Degrees with this seamless workflow. Whenever a new contact is added in Redtail CRM, this automation will create a corresponding contact in 4Degrees, ensuring your contact information is always consistent and easily accessible across both platforms. Say goodbye to manual entry and hello to streamlined contact management.
Effortlessly keep your contacts up to date across Redtail CRM and 4Degrees with this seamless workflow. Whenever a new contact is added in Redtail CRM, this automation will create a corresponding contact in 4Degrees, ensuring your contact information is always consistent and easily accessible across both platforms. Say goodbye to manual entry and hello to streamlined contact management.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Contact
Creates 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.
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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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