Redtail CRM + Rocket Referrals
Create or update Rocket Referrals contacts for new Redtail CRM activities
Effortlessly maintain your contact list with this workflow that connects Redtail CRM and Rocket Referrals. Whenever a new activity is created in Redtail CRM, the contact information will be seamlessly transferred to Rocket Referrals, creating or updating the contact as needed. This helps keep your records up-to-date, saving you time and ensuring that important client information is always available in both platforms.
Effortlessly maintain your contact list with this workflow that connects Redtail CRM and Rocket Referrals. Whenever a new activity is created in Redtail CRM, the contact information will be seamlessly transferred to Rocket Referrals, creating or updating the contact as needed. This helps keep your records up-to-date, saving you time and ensuring that important client information is always available in both platforms.
- When this happens...Activity Created
Triggers when a new activity is created in your database.
- automatically do this!Create/Update Contact
Creates or updates a contact.
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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
