Redtail CRM + Trumpia
Update Redtail CRM contacts and create corresponding Trumpia contacts
Maintain up-to-date contacts across Redtail CRM and Trumpia with this efficient workflow. When you update a contact in Redtail CRM, this automation creates a corresponding, updated contact in Trumpia, ensuring consistent and accurate information throughout both platforms. This not only streamlines your contact management process but also saves time and minimizes the risk of data discrepancies.
Maintain up-to-date contacts across Redtail CRM and Trumpia with this efficient workflow. When you update a contact in Redtail CRM, this automation creates a corresponding, updated contact in Trumpia, ensuring consistent and accurate information throughout both platforms. This not only streamlines your contact management process but also saves time and minimizes the risk of data discrepancies.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Create Contact
Creates a new contact in Trumpia.
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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
