Albi + Redtail CRM
Create new contacts in Albi from newly created Redtail CRM contacts
Effortlessly keep your contact information organized and up-to-date with this workflow. When a new contact is created in Redtail CRM, their information is instantly added to Albi as a contact. This seamless process ensures that all your crucial contacts are easily accessible and managed in both systems, saving you time and maintaining consistency across your platforms.
Effortlessly keep your contact information organized and up-to-date with this workflow. When a new contact is created in Redtail CRM, their information is instantly added to Albi as a contact. This seamless process ensures that all your crucial contacts are easily accessible and managed in both systems, saving you time and maintaining consistency across your platforms.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Contact
Creates a Contact
- Free forever for core features
- 14 day trial for premium features & apps
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
