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BizConnect + Redtail CRM

Create new Redtail CRM contacts from new BizConnect contacts

Modify your workflow seamlessly with this automation. Whenever a new contact pops up in your BizConnect, this integration transfers the details directly into Redtail CRM as a new contact. Apart from saving your time, it ensures efficient customer management, streamlining your business processes for enhanced productivity.

Modify your workflow seamlessly with this automation. Whenever a new contact pops up in your BizConnect, this integration transfers the details directly into Redtail CRM as a new contact. Apart from saving your time, it ensures efficient customer management, streamlining your business processes for enhanced productivity.

  1. When this happens...
    BizConnectBizConnect
    New Contact

    Triggers when a new contact is created.

    TriggerScheduled
  2. automatically do this!
    Redtail CRMRedtail CRM
    Create Contact

    Creates a new contact in your database.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • BizConnect triggers, actions, and search

    New Contact

    Triggers when a new contact is created.

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

    Activity Created

    Triggers when a new activity is created in your database.

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

    Activity Updated

    Triggers when an activity is updated in your database.

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

    Contact Deleted

    Triggers when a new contact is deleted in your database.

    Trigger
    Instant
    Try It
bizconnect logo
bizconnect logo

About BizConnect

BizConnect is an application for business card scanning and contact management which comes with attractive CRM features.
Learn moreHelp

Related categories

  • Productivity
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.

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