Convoso + Redtail CRM
Update Convoso leads when new Redtail CRM activities are created
Keep your Convoso leads up to date with new activities from Redtail CRM with this handy automation. Whenever a new activity is created in Redtail CRM, this workflow will update the corresponding lead information in Convoso, ensuring your sales team is always working with the latest data. Save time and improve communication between your CRM and sales platform with this seamless integration.
Keep your Convoso leads up to date with new activities from Redtail CRM with this handy automation. Whenever a new activity is created in Redtail CRM, this workflow will update the corresponding lead information in Convoso, ensuring your sales team is always working with the latest data. Save time and improve communication between your CRM and sales platform with this seamless integration.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Lead: Update
This is to update lead data in convoso
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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
