Attio + Redtail CRM
Update Attio companies when Redtail CRM contacts are modified
Keep your Redtail CRM contacts and Attio companies up-to-date with this efficient workflow. When a contact is updated in Redtail CRM, it will automatically search for or create a corresponding company in your Attio account, ensuring consistent and accurate information across both platforms. No more manual updates or missing data – stay organized and focused on your sales and customer relationships.
Keep your Redtail CRM contacts and Attio companies up-to-date with this efficient workflow. When a contact is updated in Redtail CRM, it will automatically search for or create a corresponding company in your Attio account, ensuring consistent and accurate information across both platforms. No more manual updates or missing data – stay organized and focused on your sales and customer relationships.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Create Record
Creates a record, such as a person, company or deal. This action will fail if a conflicting record already exists.
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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
