Redtail CRM + Virtually
Create or update Virtually members from new Redtail CRM contacts
Effortlessly maintain consistency between your Redtail CRM and Virtually platforms with this seamless workflow. Whenever a new contact is created in Redtail CRM, their information will be used to create or update a member in Virtually. Save time, reduce manual data entry, and keep your member information up-to-date across both systems with this powerful automation.
Effortlessly maintain consistency between your Redtail CRM and Virtually platforms with this seamless workflow. Whenever a new contact is created in Redtail CRM, their information will be used to create or update a member in Virtually. Save time, reduce manual data entry, and keep your member information up-to-date across both systems with this powerful automation.
- When this happens...Contact Created
Triggers when a new contact is created 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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