Agendor + Redtail CRM
Create or update Agendor persons when new Redtail CRM contacts are created
Effortlessly maintain your contact records between Redtail CRM and Agendor with this streamlined automation. When a new contact is created in Redtail CRM, their information will be added or updated in Agendor as a person. Save time and ensure consistency across your CRM platforms with this seamless workflow.
Effortlessly maintain your contact records between Redtail CRM and Agendor with this streamlined automation. When a new contact is created in Redtail CRM, their information will be added or updated in Agendor as a person. Save time and ensure consistency across your CRM platforms with this seamless workflow.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create or Update Person
Creates or updates a Person (Pessoa).
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- 14 day trial for premium features & apps
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
