Redtail CRM + Virtually
Update Virtually members when Redtail CRM contacts change
Keep your contact information up-to-date across multiple platforms with this streamlined workflow. When a contact is updated in Redtail CRM, this automation will create or update a member in the Virtually app accordingly. Save time and ensure consistent data management by connecting your Redtail CRM and Virtually apps with this efficient process.
Keep your contact information up-to-date across multiple platforms with this streamlined workflow. When a contact is updated in Redtail CRM, this automation will create or update a member in the Virtually app accordingly. Save time and ensure consistent data management by connecting your Redtail CRM and Virtually apps with this efficient process.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Create or Update Member
Creates a new member, or if a member with the given email address already exists, updates the member's name.
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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.
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