Elevated CRM + Redtail CRM
Create or update Elevated CRM contacts when new Redtail CRM contacts are added
Automate your contact management process by instantly updating Elevated CRM whenever you add a new contact in Redtail CRM. This workflow seamlessly transfers newly created Redtail CRM contacts to Elevated CRM, ensuring that your contact information is always up-to-date and accurate. Save time and effort while maintaining consistent records across both platforms.
Automate your contact management process by instantly updating Elevated CRM whenever you add a new contact in Redtail CRM. This workflow seamlessly transfers newly created Redtail CRM contacts to Elevated CRM, ensuring that your contact information is always up-to-date and accurate. Save time and effort while maintaining consistent records across both platforms.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create or Update Contact by Phone
Create Or Update A Contact By Phone. When updating, if we find several contacts, we will only update the most recently created 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
