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Redtail CRM + Snowflake

Create new rows in Snowflake for newly created Redtail CRM contacts

Effortlessly streamline your contact management process with this Redtail CRM and Snowflake workflow. Whenever a new contact is created in Redtail CRM, a corresponding row will be added to a designated Snowflake table, ensuring your data stays organized and up-to-date across both platforms. Say goodbye to manual data entry and enjoy a more efficient way to manage your contacts.

Effortlessly streamline your contact management process with this Redtail CRM and Snowflake workflow. Whenever a new contact is created in Redtail CRM, a corresponding row will be added to a designated Snowflake table, ensuring your data stays organized and up-to-date across both platforms. Say goodbye to manual data entry and enjoy a more efficient way to manage your contacts.

  1. When this happens...
    Redtail CRMRedtail CRM
    Contact Created

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    SnowflakeSnowflake
    Create Rows

    Insert data into a table by specifying the column names and values to insert.

    ActionWrite
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Supported triggers and actions

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About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.
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snowflake logo

About Snowflake

Snowflake allows corporate users to store and analyze data using cloud-based hardware and software.

Related categories

Triggers & Actions