Clay + Redtail CRM
Create records in Clay when new contacts are created in Redtail CRM
Effortlessly keep your Redtail CRM contacts organized with this streamlined workflow. When a new contact is created in Redtail CRM, it will automatically create a record in a Clay table, ensuring a consistent and up-to-date database. Save time and reduce the risk of manual errors while managing your contacts across platforms.
Effortlessly keep your Redtail CRM contacts organized with this streamlined workflow. When a new contact is created in Redtail CRM, it will automatically create a record in a Clay table, ensuring a consistent and up-to-date database. Save time and reduce the risk of manual errors while managing your contacts across platforms.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Record in Table
Creates a new record in a table.
- Free forever for core features
- 14 day trial for premium features & apps
Activity Created
Triggers when a new activity is created in your database.
Try ItActivity Updated
Triggers when an activity is updated in your database.
Try ItContact Deleted
Triggers when a new contact is deleted in your database.
Try ItOpportunity Created
Triggers when a new opportunity is created in your database.
Try It
Activity Deleted
Triggers when an activity is deleted in your database.
Try ItContact Created
Triggers when a new contact is created in your database.
Try ItContact Updated
Triggers when an existing contact is updated in your database.
Try ItOpportunity Deleted
Triggers when an opportunity is deleted in your database.
Try It
