NiceJob + Redtail CRM
Create or update NiceJob persons when new Redtail CRM contacts are created
Effortlessly maintain consistent customer records between Redtail CRM and NiceJob with this seamless automation. When a new contact is created in Redtail CRM, their information will be used to create or update a person in NiceJob, ensuring your customer database remains up-to-date and accurate across both applications. Boost efficiency and streamline your client management process with this hassle-free workflow.
Effortlessly maintain consistent customer records between Redtail CRM and NiceJob with this seamless automation. When a new contact is created in Redtail CRM, their information will be used to create or update a person in NiceJob, ensuring your customer database remains up-to-date and accurate across both applications. Boost efficiency and streamline your client management process with this hassle-free workflow.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create or Update Person
Creates a new Person or updates an exisitng person with the given email.
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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
