Mem + Redtail CRM
Create Mems in Mem for new contacts in Redtail CRM
Effortlessly keep track of new contacts with this Redtail CRM and Mem workflow. When a new contact is created in Redtail CRM, their details will be used to create a new Mem in the Mem app. Stay organized and never lose important information about your clients with this seamless integration.
Effortlessly keep track of new contacts with this Redtail CRM and Mem workflow. When a new contact is created in Redtail CRM, their details will be used to create a new Mem in the Mem app. Stay organized and never lose important information about your clients with this seamless integration.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Mem
Creates a new mem
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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
