Redtail CRM + zipForm Plus
Update zipForm Plus contacts when Redtail CRM contacts are modified
Maintain accurate contact information across platforms with this seamless workflow between Redtail CRM and zipForm Plus. When a contact is updated in Redtail CRM, the process instantly updates the corresponding contact in zipForm Plus, ensuring your records remain precise. Eliminate manual data entry and save time with this efficient contact management solution.
Maintain accurate contact information across platforms with this seamless workflow between Redtail CRM and zipForm Plus. When a contact is updated in Redtail CRM, the process instantly updates the corresponding contact in zipForm Plus, ensuring your records remain precise. Eliminate manual data entry and save time with this efficient contact management solution.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Create Contact
Triggers when a new contact is added to a zipForm Address Book.
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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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