Chekkit + Redtail CRM
Update Redtail CRM contacts and create new customers in Chekkit
Keep your customer information up-to-date across platforms with this efficient workflow. When a contact is updated in Redtail CRM, this automation will quickly update the corresponding customer in Chekkit, ensuring your records are always aligned. Save time and maintain accurate customer data by connecting Redtail CRM and Chekkit with this seamless integration.
Keep your customer information up-to-date across platforms with this efficient workflow. When a contact is updated in Redtail CRM, this automation will quickly update the corresponding customer in Chekkit, ensuring your records are always aligned. Save time and maintain accurate customer data by connecting Redtail CRM and Chekkit with this seamless integration.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Create a New Customer
Create a new customer (and optional message) in Chekkit.
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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
