Call Tools PCC + Redtail CRM
Update Call Tools PCC contacts when Redtail CRM contacts are updated
Keep your Redtail CRM and Call Tools PCC contacts up to date with this efficient automation. Whenever a contact is updated in Redtail CRM, this workflow will create a new contact in Call Tools PCC, ensuring that your contact lists stay consistent and accurate across both platforms without any manual effort needed. Save time and maintain well-organized contact records with this streamlined process.
Keep your Redtail CRM and Call Tools PCC contacts up to date with this efficient automation. Whenever a contact is updated in Redtail CRM, this workflow will create a new contact in Call Tools PCC, ensuring that your contact lists stay consistent and accurate across both platforms without any manual effort needed. Save time and maintain well-organized contact records with this streamlined process.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Create Contact
Creates a new Contact
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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.
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
