Bloom Growth + Redtail CRM
Update Bloom Growth metrics when Redtail CRM contacts are updated
Effortlessly maintain your client metrics when Redtail CRM contacts are updated with this efficient workflow. Upon a contact modification in Redtail CRM, this automation swiftly updates the current metric in the Bloom Growth app, ensuring your client growth tracking stays up-to-date. Streamline your data management and spend more time focusing on expanding your clientele.
Effortlessly maintain your client metrics when Redtail CRM contacts are updated with this efficient workflow. Upon a contact modification in Redtail CRM, this automation swiftly updates the current metric in the Bloom Growth app, ensuring your client growth tracking stays up-to-date. Streamline your data management and spend more time focusing on expanding your clientele.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Update Current Metric
Update the metric for the current week
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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
