e-shot + Redtail CRM
Create and save contacts in e-shot when new contacts are added to Redtail CRM
Effortlessly keep your contact lists up-to-date with this Redtail CRM and e-shot workflow. When a new contact is created in Redtail CRM, their information is instantly saved as a contact in e-shot. This integration helps maintain a seamless, organized database, saving valuable time and ensuring accurate contact information across both platforms.
Effortlessly keep your contact lists up-to-date with this Redtail CRM and e-shot workflow. When a new contact is created in Redtail CRM, their information is instantly saved as a contact in e-shot. This integration helps maintain a seamless, organized database, saving valuable time and ensuring accurate contact information across both platforms.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Save Contact
Create a new contact or update an existing one. We work this out based on whether the specified details match a contact in your e-shot™ account.
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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.
Try It
