Agendor + Redtail CRM
Create or update Agendor organizations when new Redtail CRM contacts are added
Effortlessly keep your contacts organized across platforms with this Redtail CRM to Agendor automation. When a new contact is created in Redtail CRM, the workflow will create or update an organization in Agendor, ensuring your information stays consistent and up-to-date. Streamline your contact management process and improve productivity with this seamless connection between Redtail CRM and Agendor.
Effortlessly keep your contacts organized across platforms with this Redtail CRM to Agendor automation. When a new contact is created in Redtail CRM, the workflow will create or update an organization in Agendor, ensuring your information stays consistent and up-to-date. Streamline your contact management process and improve productivity with this seamless connection between Redtail CRM and Agendor.
- When this happens...Contact Created
Triggers when a new contact is created 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.
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