Redtail CRM + Trolley
Create new Trolley recipients from newly created Redtail CRM contacts
Easily manage your new contacts by automatically adding them as recipients in Trolley when they're created in Redtail CRM. With this seamless workflow, you'll ensure that your contact information stays up-to-date and organized across both platforms. Save time and improve efficiency by eliminating the need for manual data entry.
Easily manage your new contacts by automatically adding them as recipients in Trolley when they're created in Redtail CRM. With this seamless workflow, you'll ensure that your contact information stays up-to-date and organized across both platforms. Save time and improve efficiency by eliminating the need for manual data entry.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Recipient
Creates a new recipient.
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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
