Client Dispute Manager + Redtail CRM
Update Client Dispute Manager customers when Redtail CRM contacts are updated
Effortlessly keep your customer records up-to-date with this Redtail CRM and Client Dispute Manager integration. Whenever a contact is updated in Redtail CRM, this workflow will automatically create a new customer in the Client Dispute Manager app. This ensures both systems have accurate and consistent information, saving you time and boosting efficiency in managing your customer data.
Effortlessly keep your customer records up-to-date with this Redtail CRM and Client Dispute Manager integration. Whenever a contact is updated in Redtail CRM, this workflow will automatically create a new customer in the Client Dispute Manager app. This ensures both systems have accurate and consistent information, saving you time and boosting efficiency in managing your customer data.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Create Customer
Creates a customer.
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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
