Attio + Redtail CRM

Attio + Redtail CRM integrations

Update Attio companies when Redtail CRM contacts are modified

Keep your Redtail CRM contacts and Attio companies up-to-date with this efficient workflow. When a contact is updated in Redtail CRM, it will automatically search for or create a corresponding company in your Attio account, ensuring consistent and accurate information across both platforms. No more manual updates or missing data – stay organized and focused on your sales and customer relationships.

When this happens...
Contact UpdatedTriggers when an existing contact is updated in your database.
TriggerInstant
automatically do this!
Create RecordCreates a record, such as a person, company or deal. This action will fail if a conflicting record already exists.
ActionWrite

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More things you can do with Redtail CRM and Attio

Discover other triggers and actions you can use with Redtail CRM and Attio

Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
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Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
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Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
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Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
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Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
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Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Write

- ID
  Required
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- ID
  Required
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- List
  Required
Trigger
Instant
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- Object
  Required
Trigger
Instant
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- Object
  Required
Trigger
Instant
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- List
  Required
Action
Write
- List
  Required
Action
Write
- Object
  Required
Action
Write
- Content
  Required
- Deadline
- Assignees
Action
Write
- List
  Required
- Entry ID
  Required
Action
Write
- Task ID
  Required
- Deadline
- Is Completed
- Assignees
Action
Write
- Object
  Required
Action
Search

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
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Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
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Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
Try It
Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
Try It
Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
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- Subject
  Required
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- Name
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- ID
  Required
- First Name
- Last Name
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
Action
Write
- List
  Required
Trigger
Instant
Try It
- List
  Required
Trigger
Instant
Try It
- Object
  Required
Trigger
Instant
Try It
Task Created
Triggers when a task is created.
Trigger
Instant
Try It
- Object
  Required
Action
Write
- Object
  Required
- Parent record ID
  Required
- Note title
  Required
- Note content
  Required
- Note format
  Required
- Created at
Action
Write
- Storage provider
  Required
- Record type
  Required
- Record ID
  Required
- Folder ID
  Required
- Drive ID
Action
Write
- List
  Required
- Entry ID
  Required
Action
Write
- Object
  Required
- Record ID
  Required
Action
Write
- List
  Required
Action
Search

About Attio

Attio is the CRM of the future: data-driven, completely customizable and intuitively collaborative.

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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.