Phone.com + Redtail CRM
Create new Phone.com contacts from Redtail CRM activities
Effortlessly maintain up-to-date contact information between Redtail CRM and Phone.com with this seamless workflow. Once activated, each time a new activity is created in Redtail CRM, the contact will be automatically added to Phone.com. Streamline your communication process and ensure you always have the latest contact details at your fingertips.
Effortlessly maintain up-to-date contact information between Redtail CRM and Phone.com with this seamless workflow. Once activated, each time a new activity is created in Redtail CRM, the contact will be automatically added to Phone.com. Streamline your communication process and ensure you always have the latest contact details at your fingertips.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create Contact
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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
