Redtail CRM + Spoki
Create or update Spoki contacts when new activities are created in Redtail CRM
Effortlessly stay on top of your Redtail CRM activities by automatically updating your Spoki contact information whenever a new activity is created. With this seamless workflow, you'll ensure your contact management stays organized and up-to-date, saving you time and enhancing your customer relationships.
Effortlessly stay on top of your Redtail CRM activities by automatically updating your Spoki contact information whenever a new activity is created. With this seamless workflow, you'll ensure your contact management stays organized and up-to-date, saving you time and enhancing your customer relationships.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create or Update Contact
Creates or updates a contact in the Spoki Platform. The match of contact is by phone.
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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
