Offri + Redtail CRM
Create or update Offri contacts when new Redtail CRM activities are created
Effortlessly manage your contacts and activities with this Redtail CRM and Offri integration. When a new activity is created in Redtail CRM, it triggers a search for the contact in Offri, updating their information or creating a new entry if necessary. This seamless workflow keeps your contact data organized and up-to-date, ensuring a smooth and efficient experience for your business.
Effortlessly manage your contacts and activities with this Redtail CRM and Offri integration. When a new activity is created in Redtail CRM, it triggers a search for the contact in Offri, updating their information or creating a new entry if necessary. This seamless workflow keeps your contact data organized and up-to-date, ensuring a smooth and efficient experience for your business.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Find and Create/Update Contact
Finds and updates a Contact, optionally creates one if it doesn't exist
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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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