Clearstream + Redtail CRM
Create or update Clearstream subscribers for new Redtail CRM activities
Easily manage your contacts between Redtail CRM and Clearstream with this efficient workflow. When a new activity is created in your Redtail CRM, it will automatically add or update the corresponding subscriber in Clearstream. This seamless process saves you time and ensures accurate data across both platforms, allowing you to focus on building relationships and growing your business.
Easily manage your contacts between Redtail CRM and Clearstream with this efficient workflow. When a new activity is created in your Redtail CRM, it will automatically add or update the corresponding subscriber in Clearstream. This seamless process saves you time and ensures accurate data across both platforms, allowing you to focus on building relationships and growing your business.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create/Update Subscriber
Creates and opts-in a new subscriber, or updates an existing subscriber.
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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
