PEP Cloud + Redtail CRM
Update PEP Cloud clients when Redtail CRM contacts are updated
Keep your Redtail CRM contacts and PEP Cloud clients in sync with this seamless workflow. When you update a contact in Redtail CRM, this automation will create or update the corresponding client in PEP Cloud, ensuring your data stays accurate and up-to-date across both platforms. No more manual data entry - just one simple solution to streamline your client management process.
Keep your Redtail CRM contacts and PEP Cloud clients in sync with this seamless workflow. When you update a contact in Redtail CRM, this automation will create or update the corresponding client in PEP Cloud, ensuring your data stays accurate and up-to-date across both platforms. No more manual data entry - just one simple solution to streamline your client management process.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Create or Update Client
Creates a new client or updates an existing client first based on email and then based on first and last name.
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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
