Redtail CRM + Trolley
Update Trolley recipients when Redtail CRM contacts are updated
Keep your Trolley recipient list up-to-date with this efficient workflow. Whenever a contact is updated in Redtail CRM, this automation will create a new recipient in Trolley, ensuring that your recipient list reflects the latest contact information. Say goodbye to manual updates and maintain an accurate and organized mailing list with ease.
Keep your Trolley recipient list up-to-date with this efficient workflow. Whenever a contact is updated in Redtail CRM, this automation will create a new recipient in Trolley, ensuring that your recipient list reflects the latest contact information. Say goodbye to manual updates and maintain an accurate and organized mailing list with ease.
- When this happens...Contact Updated
Triggers when an existing contact is updated 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
