Agendor + Redtail CRM
Update Agendor organizations when Redtail CRM contacts change
Keep your Redtail CRM contacts and Agendor organizations effortlessly up to date with this seamless workflow. Whenever a contact is updated in Redtail CRM, it will instantly create or update the corresponding organization in Agendor. This automation saves valuable time and ensures consistency across both platforms, allowing you to focus on building relationships and growing your business.
Keep your Redtail CRM contacts and Agendor organizations effortlessly up to date with this seamless workflow. Whenever a contact is updated in Redtail CRM, it will instantly create or update the corresponding organization in Agendor. This automation saves valuable time and ensures consistency across both platforms, allowing you to focus on building relationships and growing your business.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Create or Update Organization
Creates or updates an Organization (Empresa).
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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
