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Redtail CRM + Stacker

Create new Stacker records for every new Redtail CRM contact created

Effortlessly manage your Redtail CRM contacts by creating a new record in Stacker every time a contact is added. This seamless workflow saves time on manual data entry and helps you keep your Stacker records up to date with the latest contact information from your Redtail CRM. Stay organized and ensure all your customer data is easily accessible in one place.

Effortlessly manage your Redtail CRM contacts by creating a new record in Stacker every time a contact is added. This seamless workflow saves time on manual data entry and helps you keep your Stacker records up to date with the latest contact information from your Redtail CRM. Stay organized and ensure all your customer data is easily accessible in one place.

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

    Triggers when a new contact is created in your database.

    TriggerInstant
  2. automatically do this!
    StackerStacker
    Create New Record

    Creates a new Record

    ActionWrite
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Supported triggers and actions

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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.
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stacker logo

About Stacker

Stacker gives you the simplicity of a spreadsheet but the power of a development team.

Related categories

Triggers & Actions