Agendor + Redtail CRM
Create or update Agendor people when new Redtail CRM activities are created
Effortlessly keep track of your customer activities in Redtail CRM by updating their information in Agendor. With this workflow, when a new activity is created in Redtail CRM, a person will be created or updated in Agendor, ensuring your contacts and records stay organized and up-to-date. Spend less time manually transferring data and more time focusing on building stronger relationships with your clients.
Effortlessly keep track of your customer activities in Redtail CRM by updating their information in Agendor. With this workflow, when a new activity is created in Redtail CRM, a person will be created or updated in Agendor, ensuring your contacts and records stay organized and up-to-date. Spend less time manually transferring data and more time focusing on building stronger relationships with your clients.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create or Update Person
Creates or updates a Person (Pessoa).
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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.
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