Notion + Redtail CRM

Create Notion pages for new Redtail CRM contacts

Effortlessly manage your contacts and stay organized with this workflow that connects Redtail CRM and Notion. Whenever a new contact is created in Redtail CRM, a corresponding page will be generated in Notion, ensuring you have all the essential information at your fingertips. Save time and streamline your process by integrating these powerful tools into your daily routine.

Effortlessly manage your contacts and stay organized with this workflow that connects Redtail CRM and Notion. Whenever a new contact is created in Redtail CRM, a corresponding page will be generated in Notion, ensuring you have all the essential information at your fingertips. Save time and streamline your process by integrating these powerful tools into your daily routine.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    NotionNotion
    Create Page

    Creates a Page inside a parent page

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

  • Redtail CRM triggers, actions, and search

    Activity Deleted

    Triggers when an activity is deleted in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Created

    Triggers when a new contact is created in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Contact Updated

    Triggers when an existing contact is updated in your database.

    Trigger
    Instant
    Try It
  • Redtail CRM triggers, actions, and search

    Opportunity Deleted

    Triggers when an opportunity is deleted in your database.

    Trigger
    Instant
    Try It
notion logo
notion logo

About Notion

A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.
Learn more

Related categories

  • Task Management
redtailcrm logo
redtailcrm logo

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.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier