Firmao + Redtail CRM
Update Firmao customers when Redtail CRM contacts are updated
Effortlessly maintain up-to-date customer information with this streamlined workflow that connects Redtail CRM and Firmao. When a contact is updated in Redtail CRM, this automation ensures the corresponding customer in Firmao is instantly updated, maintaining accuracy and consistency across platforms. Say goodbye to manual data entry and stay organized with this efficient solution.
Effortlessly maintain up-to-date customer information with this streamlined workflow that connects Redtail CRM and Firmao. When a contact is updated in Redtail CRM, this automation ensures the corresponding customer in Firmao is instantly updated, maintaining accuracy and consistency across platforms. Say goodbye to manual data entry and stay organized with this efficient solution.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Create Company
Creates a Company in Firmao.
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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
