FutureVault + Redtail CRM
Create vaults in FutureVault for new contacts in Redtail CRM
Keep your client accounts up-to-date effortlessly with this integration. Once it's active, this Zap will automatically create a FutureVault vault for every new Redtail CRM contact.
Keep your client accounts up-to-date effortlessly with this integration. Once it's active, this Zap will automatically create a FutureVault vault for every new Redtail CRM contact.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Vault
Creates a new vault
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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
