Crisp + Redtail CRM
Create or update Crisp contacts when new Redtail CRM contacts are added
Effortlessly keep your contacts up-to-date between Redtail CRM and Crisp with this seamless workflow. When a new contact is created in Redtail CRM, this automation will create or update the corresponding contact in Crisp, ensuring your database remains consistently organized across both platforms. Save time and maintain accurate records with this easy-to-implement solution.
Effortlessly keep your contacts up-to-date between Redtail CRM and Crisp with this seamless workflow. When a new contact is created in Redtail CRM, this automation will create or update the corresponding contact in Crisp, ensuring your database remains consistently organized across both platforms. Save time and maintain accurate records with this easy-to-implement solution.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create/Update Contact
Creates/Update a 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.
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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
