Microsoft Excel + Redtail CRM
Update rows in Microsoft Excel when contacts are updated in Redtail CRM
Keep track of your Redtail CRM contacts in Microsoft Excel seamlessly with this workflow. Once set up, whenever a contact is updated in Redtail CRM, a corresponding row in your Excel spreadsheet will be updated, ensuring you have the most recent information at your fingertips. This automation eliminates manual data entry, saving you time and reducing errors.
Keep track of your Redtail CRM contacts in Microsoft Excel seamlessly with this workflow. Once set up, whenever a contact is updated in Redtail CRM, a corresponding row in your Excel spreadsheet will be updated, ensuring you have the most recent information at your fingertips. This automation eliminates manual data entry, saving you time and reducing errors.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Update Row
Updates a row in a specific worksheet.
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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
